Bryan C. Epperson,
CIMA®, AIF®
Vice President, Investments
Bryan Epperson is a seasoned financial advisor with more than 25 years of experience guiding hundreds of families toward confident and well-prepared retirements through compassionate, individualized planning and sincere, value-driven advice. Known for his ability to simplify complex financial concepts, Bryan is passionate about helping clients achieve their long-term goals by creating strategies that align with both their financial aspirations and personal priorities.
Bryan firmly believes that eliminating debt is a cornerstone of lasting financial success. His approach blends disciplined financial principles with a deep understanding of each client’s unique circumstances, helping to ensure that every plan is both practical and empowering.
As a Certified Investment Management Analyst®, Bryan learned sophisticated, technical investment concepts and how to apply them for individual and institutional clients. Bryan is also an Accredited Investment Fiduciary® designee which provides the knowledge and resources for creating and maintaining comprehensive investment plans, optimizing asset allocation and overseeing performance, ultimately offering investors a higher standard of care.
A lifelong resident of Johnson County, Bryan has spent over five decades investing in the community he calls home. He actively supports numerous local charities and serves as a board member of the Johnson County Community Foundation, where he works to strengthen the area’s philanthropic impact.
Bryan is a proud graduate of Franklin College, where his achievements on and off the field earned him a place in the Athletic Hall of Fame. His dedication to teamwork, perseverance and excellence – values honed during his athletic career – continue to shape his professional and personal life.
Married to Khristina since 1995, Bryan is the proud father of five children. Whether advising clients, serving the community or spending time with his family, he remains committed to helping others build a confident and meaningful future.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.