Bryon began his career in wealth management as an intern in 1997 under the guidance of Charles “Pete” Shaeffer Jr., the founder of The Shaeffer Wealth Advisory Group.

Today, Bryon is a lead financial advisor for the team, working directly with multigenerational high-net-worth families and institutional retirement plan clients. He is committed to understanding each client’s unique circumstances to create tailored strategies that align with their long-term goals, helping foster a sense of security and peace of mind.

What sets Bryon apart is his deep understanding of the intricate balance between wealth management and the psychological factors that influence financial decision-making. He recognizes that for high-net-worth clients, retirement is not merely a financial milestone – it’s a pivotal life transition that requires a nuanced approach. Bryon works to craft personalized retirement strategies that help ensure clients not only preserve their wealth but also maintain their quality of life during retirement.

By incorporating behavioral finance principles into his advisory process, Bryon helps clients uncover the emotional drivers behind their financial choices. He explores how fear, confidence, and personal values shape their decisions, enabling them to confront biases that may hinder their financial success. This holistic approach helps empowers clients to make informed choices that reflect their aspirations, helping ensure their plans are as much about their lifestyle and legacy as they are about their assets. 

Bryon holds a Bachelor of Science degree in economics from the University of Maryland, Baltimore County and an MBA with a focus on corporate finance from Loyola University of Maryland’s Sellinger School of Business and Management. He is also a Certified Plan Fiduciary Advisor, a designation from the National Association of Plan Advisors that highlights his knowledge, proficiency, and commitment to retirement plan management. Residing in Forest Hill with his wife, Erica, and their three children, Bryon enjoys spending his free time playing soccer with his kids, golfing, exploring wine country and walking his beloved dog, Axel.