Bryan is a Fee-Only Wealth Advisor who is dedicated to understanding his client’s financial concerns. With the heart of a teacher, he provides customized, independent and objective financial advice to help his clients work toward financial independence and to be generous with what God has entrusted to them.
*Bryan has no broker dealer relationship with LPL Financial and receives no commission from any source.*
EDUCATIONAL BACKGROUND
- Bachelor of Science in Business Administration
- Finance Major with emphasis in Financial Services
- The Darla Moore School of Business at The University of South Carolina
PROFESSIONAL BACKGROUND
My professional background includes receiving an Honorable Discharge from the Army National Guard and working for Leonard Buildings and Truck Accessories as a District Manager. However, I did not find my career calling until I participated in a Crown Financial Ministries study, where my financial life was impacted so much that I felt God's calling to help make a positive impact in other people’s lives.
This calling led me to pursue an education to learn more about finances and as a result I worked in several positions at several companies to put myself through school, while also starting a family. Now, as a Wealth Advisor with Compass Investment Advisors, LLC I’m able to fulfill this calling. I specialize in providing comprehensive financial consulting and investment management for my clients. This is achieved by dedicating myself to understand my client’s investment-related concerns and making it a priority to offer my clients clear and customized strategies to help them work to attain financial freedom.
PROFESSIONAL MARKS
CHARTERED RETIREMENT PLANNING COUNSELORSM , CRPC®
CERTIFIED KINGDOM ADVISOR, CKA®
PERSONAL & COMMUNITY
In addition to serving my clients in my professional career, I also believe in serving my community. I am a member of Summerville Baptist Church, where I serve; as a Deacon, as a facilitator of Dave Ramsey's Financial Peace University "FPU" classes and as an active member of our Sunday School class. I also serve as a member of the Charleston Southern University Board of Visitors, Kingdom Advisors, The Financial Planning Association, The University of South Carolina Alumni Association, Gamecock Club, and the Greater Summerville/Dorchester Chamber of Commerce.