Bryan works across the many areas that impact our clients’ financial lives, including investment management, tax planning, estate planning, cash flow planning, charitable planning, risk management, and family governance.
For more than 7 years, Bryan has been helping entrepreneurs and their families simplify their financial lives. Bryan earned a Finance degree from Ohio University, and prior to joining Waldron, he had experience at a major Wall Street firm as well as in the Internal Wealth Service Departments of Fidelity Investments. Bryan became a CERTIFIED FINANCIAL PLANNER™ Professional.
At Waldron, Bryan specializes in developing a holistic plan to cater to the client’s needs and enjoys building long-term relationships with clients though wealth planning.
Outside the office, Bryan enjoys all outdoor sports, traveling, and is a devoted fan to Pittsburgh sports.