Bryant, Carroll and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Sean Carroll

Sean Carroll

Private Wealth Advisor

Visit Sean Carroll's website
Jake Bryant

Jake Bryant

Private Wealth Advisor

Visit Jake Bryant's website
Donnie Robinson Jr

Donnie Robinson Jr

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Donnie Robinson Jr's website
Patti Puckett

Patti Puckett

Financial Advisor

Franchise Owner
Visit Patti Puckett's website
Guy Moore

Guy Moore

Financial Advisor

Visit Guy Moore's website
Daniel Spencer

Daniel Spencer

Financial Advisor

Senior Vice President
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Joseph Carroll

Joseph Carroll

Financial Advisor

Visit Joseph Carroll's website
Devin Clement

Devin Clement

Financial Advisor

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Thomas Hodell

Financial Advisor

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Gil Allensworth

Gil Allensworth

Financial Advisor

Vice President
Visit Gil Allensworth's website
Enos Slauson

Enos Slauson

Financial Advisor

Visit Enos Slauson's website
William L Ponder

William L Ponder

Financial Advisor

Visit William L Ponder'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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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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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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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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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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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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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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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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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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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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