Bryan Monks is a Certified Financial Planner™ specializing in comprehensive financial planning with a strategic tax focus. With extensive experience guiding individuals and small business owners, Bryan is committed to helping clients achieve their financial goals and navigate complex financial landscapes. By combining tailored strategies with a dedication to personalized service, Bryan empowers clients to make informed decisions and secure a confident financial future.

Prior to joining WPWealth, Bryan worked at Merrill Lynch, where he collaborated with a team of financial advisors to deliver tailored financial strategies to clients.

Originally from Houston, Texas, Bryan earned his B.B.A. in Finance from the University of Houston–Downtown. When he is not in the office, he enjoys traveling, spending time with his wife, Hailey, and their mini Goldendoodle, George, as well as playing golf.