Senior Wealth Strategist
MS, MTx, CFA, CFP®, CPA, PFS, CIPM
Bryan began his career at Pricewaterhouse Cooper in Atlanta in 2004. He worked in the personal services group on individual income tax returns, financial planning, and investment advisory. Bryan is a CPA, CFP® professional, CFA® charterholder, CIPM® certificant, and PFS professional. He has worked for Kays Financial Advisory from 2012 through 2020 before merging with Mercer Advisors. Bryan’s focus includes high-net-worth financial planning, personal income taxation, investments, and retirement planning.