Bryant, Carroll and Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Jake Bryant

Jake Bryant

Private Wealth Advisor

Visit Jake Bryant's website
Sean Carroll

Sean Carroll

Private Wealth Advisor

Visit Sean Carroll's website
Donnie Robinson Jr

Donnie Robinson Jr

Financial Advisor

Visit Donnie Robinson Jr's website
Devin Clement

Devin Clement

Financial Advisor

Visit Devin Clement's website
Joseph Carroll

Joseph Carroll

Financial Advisor

Visit Joseph Carroll's website
Guy Moore

Guy Moore

Financial Advisor

Visit Guy Moore's website
Enos Slauson

Enos Slauson

Financial Advisor

Visit Enos Slauson's website
Daniel Spencer

Daniel Spencer

Financial Advisor

Visit Daniel Spencer's website

Thomas Hodell

Financial Advisor

Visit Thomas Hodell's website
William L Ponder

William L Ponder

Financial Advisor

Visit William L Ponder's website
Patti Puckett

Patti Puckett

Financial Advisor

Visit Patti Puckett's website
Gil Allensworth

Gil Allensworth

Financial Advisor

Visit Gil Allensworth's website

Team

Andrew Tran

Andrew Tran

Paraplanner

Roles & Responsibilities

  • • Client Meeting Preparation & Coordination
  • • Client Meeting Follow Up
  • • Assists Advisors with Product Solutions
  • • Client Support
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Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

Roles & Responsibilities

  • Manages Advisors Schedule
  • Assists with System Processes and Oversight
  • Directing, Planning, and Coordinating Marketing Efforts
  • Handling Social Media, Public Relation Efforts, and Content Marketing
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Dave Hostetler

Dave Hostetler

Business Development Director,

Certified Long Term Care®

Roles & Responsibilities

  • Operational Effectiveness
  • Strategic Project Management and Implementation
  • Advisor & Intern Recruiting
  • Technology Oversight
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Robert Hamill

Robert Hamill

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Roles & Responsibilities

  • Investment Solutions
  • Financial Planning Analysis
  • Client Meeting Preparation & Coordination
  • Assists with Transactions and Money Movement
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Donna Feraco

Donna Feraco

Client Service Associate

Roles & Responsibilities

  • Directs Calls and Email Correspondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Kathy Hodell

Kathy Hodell

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists with Transactions and Money Movement
  • Schedules Client Meetings
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Kellsey Grimes

Kellsey Grimes

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
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Traci Thomas

Traci Thomas

Operations Manager

Roles & Responsibilities

  • Systems & Process Oversight
  • Staff leadership
  • Manage and Resolve Client Service Matters
  • Business Processing
  • Assists with Transactions and Money Movement
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Walter “Neil” Straube

Walter “Neil” Straube

Paraplanner

Roles & Responsibilities

  • • Investment Solutions
  • • Financial Planning Analysis
  • • Client Meeting Preparation & Coordination
  • •Assists with Transactions and Money Movement
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Ryan Tuff

Ryan Tuff

Paraplanner

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists Advisors with Product Solutions
  • Client Support
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Mary Carter

Mary Carter

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
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