15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Bryant joined WealthPlan Financial Group in 2009 fulfilling a vision he had for his life in high school. His passion for families developed during his high school years at Charlotte Christian School. He watched his parents navigate their finances and vividly remember their confusion and frustration with investments and their lack of a plan. He says “Our family did well but there was always an underlying stress about money and finances that was unnecessary.” He knew from this time in life his purpose was to enrich the lives of others by leading them to financial confidence and independence. His mission is to align a client’s financial decision making with their values and life goals.
He is a member of WealthPlan Stewardship Partners enhancing client’s lives by guiding them to fulfill their true purpose in life. As a Wealth Stewardship Advisor, his clients have investment options that fit their religious, social, and environmental values. He adheres to the fiduciary standards of the CFP board as a CERTIFIED FINANCIAL PLANNER™ in all planning, investment, and insurance advice. He puts himself in his client’s shoes to give them the mind of a CFP to review their financial decision making.
Bryant is also a Dave Ramsey SmartVestor Pro* assisting local families and business owners in need of a trusted advisor that believes in practical, common sense financial guidance. LFS-2804241-103019
*Dave Ramsey’s SmartVestor Pro is for investment services only. Dave Ramsey’s endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Securities. LFS is separate from and unaffiliated with Dave Ramsey. SmartVestor Pros pay a fee to be included in this network.
Prior to joining WealthPlan Financial Group Kevin managed several areas of Broker Dealer Operations including the Trade Desks and General Service Team for Lincoln Financial Advisors and Lincoln Financial Securities.
Since joining WealthPlan in 2016, Kevin has worked closely with the WealthPlan staff and our financial professionals to provide securities and financial planning related expertise. In addition to working with some select clients, he has a passion for helping other advisors develop a fee-based advice model practice.
Kevin studied Aviation Management at Bridgewater State University and currently holds the Finra Series 6, 7, 63, 65, 24 and 4 licenses. Kevin is a Chartered Retirement Planning CounselorSM and a member of the Charlotte Chapter of the Financial Planning Association. He is licensed for Life, Accident and Health or Sickness, Medicare Supplement and Long-Term Care Insurance in North Carolina.
Kevin resides in Weddington, NC with his wife Keri, daughter Evelyn Jo and their Rottweiler, Roxy. When not at work, he enjoys spending most of his time in the great outdoors, camping, hiking, snowboarding, target shooting and digging the occasional relic while metal detecting being some of his favorites.