Bryan is a CFA® charterholder with 15 years of private wealth management experience at Avant-Garde Advisors, Bernstein Global Wealth Management, and UBS Financial Services. Bryan has an MBA from the Kellogg School of Management at Northwestern University, a Master’s degree in electrical engineering from the University of Southern California, and a Bachelor’s degree in engineering from Duke University. He is also a former Air Force officer who served five years in space technology development and was also a former Military Social Aide to the President at The White House. Bryan’s focus is providing financial planning and investment management with particular attention to risk management and tax efficiency. He is married with two children and spends his free time playing golf, skiing, and hiking 14ers.