Bryan believes there is a human side to finance. His focus is on working directly with borrowers to establish plans that address their concerns and manage risk. He has worked in the interest rate derivatives market since 1999 in several advisory and leadership roles at major financial institutions and is a regular presenter at industry conferences. He enjoys the long-term relationships of his work and the opportunities to continually learn and innovate.
Bryan holds an active Series 50 Municipal Advisory license, Series 54 Municipal Advisor Principal license, inactive Series 7 and 63 FINRA licenses, and a Mathematics degree from Davidson College (NC). He is an avid outdoor enthusiast who enjoys mountain biking, skiing, and camping, and has backpacked most of the Appalachian Trail in TN, NC, and VA as well as most of the 800+ miles of trails in the Great Smoky Mountains National Park.
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