With more than 20 years of experience in financial services, Matt is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

Matt graduated from Virginia Tech in 1994 with a degree in finance and worked as a financial advisor with Prudential Securities, later joining Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in Virginia for 2 years before moving his financial practice to Charlotte in 2001.

Away from the office, Matt is an active member of his church and a proud member of F3 Nation. As part of the local F3 Metro outreach efforts, Matt enjoys tutoring at Billingsville Elementary School and volunteering at the North Tryon Street Men's Shelter. He also enjoys playing golf and attending live music shows with his wife, Ashley.

CA Insurance License: 0G15139
Resident State: NC

Chris enjoys working with clients to develop personalized investment strategies that target their specific goals and financial needs.

He holds a master’s degree from the Babcock Graduate School of Business at Wake Forest University, and a bachelor’s degree from UNC Chapel Hill where he studied economics.

Chris worked as a financial advisor in the Chapel Hill/Durham Wells Fargo Advisors market and spent several years as a member of the Portfolio Management team at BB&T Wealth. He moved to Charlotte in 2020 and joined The Oliver Private Wealth Management Group of Wells Fargo Advisors shortly thereafter.

Outside the office, Chris loves spending time with his wife Tricia and their son. When he can find the time, he indulges in his favorite hobby of woodworking.

CA Insurance License: 4081935
Resident State: NC

Bryan has over a decade of experience in the financial services industry and previously worked for Bank of America, Charles Schwab & Co., as well as different channels of Wells Fargo Advisors. He joined the Oliver Private Wealth Management Group of Wells Fargo Advisors in September 2024.

Bryan holds a master’s degree from the University of West Florida, and a bachelor’s degree from Florida State University, where he studied finance and economics.

He was born and raised in Central Florida and spent seven years in South Florida prior to relocating to the Charlotte area in 2024 with his wife and daughter. His hobbies outside of work include travel, sports and enjoying time outdoors.

CA Insurance License: 4417808
Resident State: NC