Meet our team

After graduating from Texas Tech in 2001 with a degree in business economics, Bryan discovered his passion for breaking down complex financial concepts into simple, actionable steps. In 2002, he began his career as a financial advisor, where he quickly learned the importance of planning. Witnessing the devastating effects of the tech bubble on unprepared clients cemented his belief that “failing to plan is planning to fail.”

Bryan worked with American Express and TD Waterhouse (now Schwab) before finding greater challenges at Fidelity Investments. During his time there, he earned a Master of Science in Finance from Boston University and completed his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. More importantly, he recognized the value of forming long-term relationships with clients seeking transparent and unbiased financial advice.

In 2019, Bryan founded Klein Wealth Management, LLC, to offer more personalized financial planning and investment strategies. Partnering with Charles Schwab as his custodian, Bryan is proud to prioritize his clients' best interests with planning over products. He takes pride in simplifying complex financial matters so his clients can understand how and why they can achieve their goals.

Outside of work, Bryan enjoys spending time with his wife, two teenage daughters, running, surfing and volunteering for the SIFMA Foundation — which is dedicated to helping students achieve financial literacy.