Experience

Bryan serves as Market Director to the Coastal New England Market. With over a decade of experience in the Wealth Management Industry, he began his career building a successful business in Dallas, Texas before transitioning into several leadership roles. He is passionate about working with wealth management professionals to serve their clients, families, companies, and communities. He specializes in multigenerational planning, team structural development, and business growth, both new and organic.

In addition to his career in finance, Bryan is a former professional athlete, having played in the NFL for the Houston Texans and Green Bay Packers.

Outside of work, Bryan is driven to serve those around him.  He is active in the NFL Alumni Association, serving as the Treasurer in Dallas for multiple years.  He also participates in Rotary clubs nationally, with his home club being in Dallas and volunteers with local associations like We Share Hope and the Rhode Island Food Bank. 

In his free time, Bryan enjoys practicing yoga, golfing, and exploring New England with his wife, Sara. 

Originally from Fort Worth, Texas and a SMU Alumni, Bryan lives in Narragansett with Sara and their two dogs, Myles and Rollie, where they all very much enjoy coastal living and the beach

Heather is a seasoned financial services professional with more than 25 years of experience and currently serves as an Associate Market Executive at UBS Financial Services. Throughout her career, she has held a variety of leadership and client-focused roles that have given her a broad perspective on the business and a strong foundation in operational management, relationship building, and service excellence.

Prior to her current role, Heather served as a Client Experience Director, where she focused on navigating complex market needs, strengthening service delivery, and supporting advisors and teams. Today, she draws on that experience to partner with Financial Advisors and colleagues, helping them achieve their growth objectives while delivering an exceptional client experience.

Heather graduated with Honors from the University of Connecticut, earning a Bachelor of Science in Psychology, while also competing as a Division I soccer player. Balancing the demands of academics and collegiate athletics helped shape the teamwork, discipline, resilience, and leadership she continues to bring to her professional life.

Heather and her husband, Joe, live in Rehoboth, Massachusetts, where she enjoys spending time outdoors and hosting family and friends.