Director, Financial Planning Research & Education
MS, MTx, CFA, CFP®, CPA, PFS, CIPM
Bryan began his career in 2004 at PricewaterhouseCoopers in Atlanta, working in the personal services group on individual income tax returns, financial planning, and investment advisory. From 2012 through 2020, he worked for Kays Financial Advisory before it merged with Mercer Advisors. Bryan has a master’s degree in taxation and a master’s in personal finance planning. In his present role, Bryan provides comprehensive services to high-net-worth families, and leads the nationwide Financial Planning Group, primarily focused on new client acquisition and plan preparation. Bryan has been an avid rock climber for over 11 years, both indoors at local gyms and outdoors on crags throughout the Southeast. Yes, he’s seen Free Solo. No, he uses ropes.