Bryan has been working in the financial planning industry since 2004 and joined Wilkinson Wealth Management in 2016. He is a CERTIFIED FINANCIAL PLANNER™ and believes that financial planning is the foundation to pursuing all your financial goals, including managing your investments. He notes that applying the relevant information to your personal financial situation requires experience, patience, and careful guidance, especially in sorting through the noise from the over-abundance of news and information we are flooded with daily. Bryan is excited to work with families and small business owners on wide array of priorities and goals: planning for retirement, applying tax planning strategies to savings and withdrawals, providing for the costs of college education, as well as estate planning and protection planning strategies.
He graduated from the University of Virginia with a degree in Civil Engineering in 1997. After working as a Project Engineer and Project Manager in various capacities, he decided to make the career change to follow his passion to serve others on a personal level as a financial planner. Originally starting as a financial advisor in Princeton, NJ, he and his wife, Nicole, moved back home to Virginia where they currently reside in Ruckersville with their 3 children Tyler, Izzy, and Brendan.
Bryan is a volunteer coach for local travel soccer and has also coached basketball teams and is a former board member for the Greene County Youth Center. Outside of work and his volunteer activities, Bryan also enjoys singing tenor with the Virginia Consort and, more recently, in the church choir. Bryan is a fan of playing almost any sport, inside or outside, but particularly loves soccer and participating in triathlon and obstacle course racing.