Bryan is the Founder and Principal Wealth Advisor at Yach Advisors. He has spent his career helping individuals, families, and business owners make sense of complex financial decisions. His work brings together investment management, retirement planning, tax-aware strategies, estate considerations, and the other pieces that shape a family’s financial life.
Over the course of his career, Bryan served as the primary advisor for more than 500 households and managed relationships representing over $1 billion in client assets. He enjoys taking complicated financial topics and making them easier to understand, especially when markets, taxes, or major life changes make those decisions feel less straightforward.
Bryan earned his bachelor’s degree from the University of North Texas and a Master of Science in Finance from Texas A&M University–Commerce. He is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Texas Life, Accident, and Health insurance license, and has held the Series 7, 66, and 4 securities registrations.
In addition to his work with clients, Bryan shares financial education and commentary through Yach Advisors Insights, The Thoughtful Investor Podcast, and Money’s the Matter Podcast. He believes that better financial understanding leads to better decisions, stronger families, and stronger communities.
Bryan lives in Keller with his wife and two children, Lily and Benjamin. Outside of work, he enjoys reading, traveling, music, and playing sports.