Rick Bryan

Rick Bryan, CFP®, serves as Vice President and Partner at EP Wealth Advisors since May 2019, and has been a Senior Financial Advisor and Partner at Conlon Dart Wealth Management since April 2006. In the latter role, Rick contributes significantly to investment research and portfolio monitoring while designing financial planning strategies for clients. From January 2011 to December 2014, Rick held multiple leadership positions in the Financial Planning Association of Puget Sound, including Board Chair, Treasurer, and President, where responsibilities included strategic planning and financial oversight. Rick also served as Treasurer and Secretary from January 2006 to December 2010, contributing to budget preparation and financial reporting. Prior experience includes working as a Pension Consultant at G. Russell Knobel & Associates, Inc. from 1995 to 2005. Rick holds a B.A. in Business and Finance from Western Washington University and has completed professional financial planning education at the College for Financial Planning.