Bryan is a CFA® charterholder with over 18 years of private wealth management experience. 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 electrical 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.