Meet Bryan


As the son of a CPA who built a thriving accounting practice in Tampa based on Christian principles, I observed from a young age what it means to run a business with integrity and faithfully steward the resources entrusted to our care.  Upon graduation from the United States Naval Academy, I quickly developed a passion to help the military community successfully manage their personal finances in pursuit of financial freedom. To provide the best counsel, I earned the following advanced financial degrees and certifications during my 20 years of military service:

  • Chartered Financial Consultant® (ChFC®)
  • Master of Business Administration (MBA)
  • Certified Kingdom Advisor® (CKA®)
  • Certified College Financial Consultant (CCFC)

With over a decade of experience providing financial advice, I believe that the best counsel integrates biblical wisdom with proven financial principles backed by academic research. Guiding clients toward an abundant life by helping them experience more joy and less worry in their financial lives is a privilege and personal calling.

My wife Krista and I are blessed with two children, Luke and Lexi. In my free time, you can find me coaching and cheering on my kids at the baseball diamond or swimming pool. Our family enjoys volunteering at our local school and church as well as exploring the beautiful greenway trails across the Raleigh-Durham-Chapel Hill Triangle area.