Managing Director, Wealth Intelligence
Financial Advisor, RJFS
Bryan is devoted to helping his clients enjoy financial security today and tomorrow. Honest and diligent, he prioritizes having genuine discussions with clients and instilling in them a sense of trust. Clients can rely on Bryan’s specialized knowledge in estate planning and feel confident knowing he always keeps their best interests in mind.
Bryan first started his career 22 years ago when he discovered Crown Financial Ministries, founded by Larry Burkett. He applied Larry’s teachings to his own finances and started passing along his findings to his friends, family and fellow churchgoers. Bryan’s interest eventually evolved into a full-time passion for helping families feel financially prepared for life. In 2007, he began working as a financial advisor for Edward Jones and in 2010 accepted the role of financial advisor at Morgan Keegan, which was later acquired by Raymond James.
A graduate of the University of Phoenix, Bryan earned his Bachelor of Science in Business Administration in 2007. He also holds an A.A.S. in industrial electronics from Southern Crescent Technology College. In 2013, he graduated from the executive program in financial planning from the Terry School of Business of the University of Georgia. Additionally, Bryan completed rigorous self-study courses to earn the esteemed Certified Financial PlannerTM certification, showing his dedication to meeting the board’s continuing education requirements and practicing with higher ethical standards.
Using his years of professional and academic experience, Bryan founded Wealth Intelligence, a veteran-owned business. The company’s feather logo was inspired by a tattoo that his wife, LeAnne, had on her wrist. The logo is meant to symbolize bravery, as LeAnne courageously battled stage 4 colon cancer for almost three years. After 58 rounds of chemotherapy and two major surgeries, LeAnne got her angel wings in May 2018. In her memory, Bryan wants to encourage anyone reading this to get their cancer screenings done and to remember that early detection is the number one key to survival.
Originally from Thomaston, Georgia, Bryan resides in his home state in the city of Meansville. In his free time, he volunteers for Veterans of Foreign Wars and the Atlanta chapter of the Association of Former Intelligence Officers. He also attends The Gathering, a non-denominational church in Thomaston, Georgia, and is the vice chairman and board member of the Development Authority of Pike County. An avid outdoorsman, Bryan enjoys riding his Harley and spending time with his four children, William, Oliver, Riley and Kason.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.