Bryan is the president and founder of Discipline Wealth Solutions (DWS). As a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning CounselorTM, Bryan’s passion lies in helping financial professionals navigate their clients’ financial lives and helping them ultimately achieve their greatest financial goals.
With 25 years of experience, he educates financial professionals on the principles of objectivity, independence, and client-centered wealth planning. His goal is to help advisors move past just being efficient or about money. He wants to help the advisor community grow Wealth on Purpose. Bryan believes strongly in the management of individual behavioral mistakes that are often made in traditional financial and investment planning. Much of his advisor coaching is centered around communication and tools to help advisors with these challenges.
To implement these strategies, Bryan works to lead a team of professionals at DWS to serve the advisor community with portfolio management and wealth management tools to serve their clients. Bryan and DWS partner with successful advisors to become excellent advisors who advocate for their clients’ wealth.
Professional Designations
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning CounselorTM
- Million Dollar Round Table, Court of the Table1
Licenses
- FINRA registrations include SERIES 7, 24, 63 and 65
- South Carolina State Insurance License for Life, Health, Variable Life and Annuity
- North Carolina State Insurance License for Life, Health, Variable
- Georgia State Insurance License for Life and Health
- Alabama State Insurance License for Life and Health
Education
- University of South Carolina – Bachelors Degree
Professional Association Memberships
- Greenville Estate Planning Council
- Financial Planning Association
Awards and Honors
- Voted Greenville’s Best & Brightest, Greenville Business Magazine, 20022
- Top Financial Planning Firms, GSA Business Report, February 20073
- Regularly featured on ETV Radio’s South Carolina Business Review
Personal & Community Involvement
- Married with 2 great kids
- Former board member of Big Brothers Big Sisters
- Former Treasurer of Abiding Peace Lutheran Church
- Former Chairman and Board Member of Eastside YMCA and metro board member