Bryan’s mission is to provide you with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

For more than three decades, Bryan has helped clients address their financial concerns and develop sound investment strategies by focusing on each individual’s specific needs. Bryan is dedicated to delivering the personalized investment planning services you deserve. He hopes his extensive experience and knowledge gives his clients comfort in their pursuit of financial security.

Bryan follows a four-step process to tailor a customized investment plan. First, he will meet with you to establish your goals and collect the background information needed to build your plan. Once he has developed a comprehensive plan, you will review it together to confirm your goals and resolve any questions you may have. Next, Bryan will examine specific investment recommendations, and, with your approval, he will put your plan into action. Throughout your relationship, Bryan can meet with you to maintain your plan with evaluations and rebalancing of allocations in your portfolio based on your goals as well as in response to market fluctuations.

One of the things Bryan enjoys most about his role is sharing ideas. He listens to each client’s needs and desires on a personal and financial level. Whether you are planning for college costs, investing to create wealth or choosing a retirement program, he is committed to offering you the integrated financial strategies that are designed to help you reach your financial goals. Bryan was named 2007 - 2025 Wells Fargo Advisors Platinum council consecutively. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. 

Outside of the office, you’ll find Bryan, well, outside. He is a runner who’s completed several half-marathons and one full, as well as many shorter races. Bryan also enjoys hiking, camping and other travel, especially with his large family.

Since 2018, Robert Read has been the point of contact for clients, helping clients navigate common questions and requests to major life changes. Throughout the years Robert has built a deep and professional relationship with our clients.  Prior to joining our team, Robert worked alongside his father who was a veteran advisor for 35 years. It is with this wisdom and knowledge that Robert now serves as our teams, Wealth Planning Consultant. He is available to service our clients as an additional resource to help them achieve their financial goals.

Whitney Garcia, Marketing Client Associate joined the team in October 2021. Daily, she serves as our first point of contact for clients—scheduling appointments, directing clients to the right person and helping the team execute our processes. Additionally, she is responsible for developing our marketing materials, maintaining our social media presence and client events.  

Supporting the advisors is Denise Walters, Registered Client Associate, who joined the Team in August 2025.  Denise has been with Wells Fargo Advisors since 2002, serving in various roles throughout her career.  She has brought this industry knowledge to provide the highest quality of service to our clients. Denise will be the primary point of contact for your administrative and operational needs.