Bryan Carr serves as a Wealth Management Assistant and Paraplanner with Christopher Urban's team, supporting client service, financial planning preparation, and business development activities. He assists with organizing client information, preparing planning materials, and aligning internal follow-up so clients and the advisory team can have productive planning conversations.
Bryan brings a background in business operations, project management, and client service from his prior career in the newspaper industry and small-business ownership. He holds an MBA from the University at Buffalo, an MS from Rochester Institute of Technology, and a BS from Slippery Rock University.
Outside the office, Bryan is active in the local community and enjoys spending time with his family, cottage life, skiing, sailing, and cooking.