Bryan joined the firm in 2015 and works as an advisor in our Reston, VA office. He works with the wider team to manage client communications and assist in all other aspects of financial planning. Bryan uses his experience and expertise in analyzing and creating highly customized plans for clients to deliver exceptional service to affluent families and individuals. He enjoys working closely with his clients to understand their goals and objectives to provide tailored solutions with ongoing monitoring and support.
Prior to joining Wealthspire, he was a Financial Advisor with a wealth management firm in Virginia.
Residing in Arlington, VA, he is a lifelong Philadelphia sports fan and loves spending time with his dog Bailey.
Previous Experience
- Financial Advisor at McAdam, LLC
Education & Credentials
- BBA, James Madison University, Finance
- Certified Financial Planner™
- Series 65 license
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
