Empowering Your Financial Future With Clarity & Purpose

As our Client Services Manager, Adrian plays a pivotal role in maintaining operational efficiency and fostering seamless coordination within our organization. With an unwavering commitment to ensuring all team members are equipped to excel in their responsibilities, she extends her experience to provide invaluable support to both our advisors and clients, consistently demonstrating a profound dedication to her work.

Drawing from over a decade of experience in customer service and administrative capacities, Adrian brings a wealth of knowledge crucial for delivering exceptional client experiences. Her compassionate demeanor and steadfast commitment to excellence significantly bolster confidence among our clientele in managing their financial well-being.

Adrian's professional journey includes notable roles such as the Finance Director for Ultimate Security of America in Fayette County and as a Financial Independence Case Manager for the Department of Family and Children Services across Upson, Spalding, and Fayette counties. She pursued her education at Gordon State College in Barnesville, Georgia. Continuously striving for professional growth, Adrian actively seeks out training opportunities to remain abreast of all available technologies and additional client services.

A proud native of Georgia, Adrian finds fulfillment beyond her professional endeavors. She enriches her personal life through a diverse array of interests, including engaging in DIY projects, culinary pursuits, gardening, beach outings, traveling, and embracing the outdoors. Above all, she cherishes treasured moments shared with her two daughters, Avery Rae and Mattie Talullah.

Fredo is dedicated to assisting clients in confidently pursuing their goals through financial guidance, education and a relationship based on trust, respect and loyalty.

He is passionate about the opportunity to give back and help others. He knows building and nurturing a relationship go a long way toward building trust and achieving mutual goals and objectives. For him and his clients, the effort is a reward in and of itself.

Fredo joined Wealth Intelligence in January 2022 after a long and distinguished military career. He retired from the U.S. Army on August 1, 2022, after serving more than 21 years, 17 of which were in Special Forces (Green Berets), operating in some of the most austere environments in the world. In addition to his duties as a soldier in special operations, he served in a diplomatic capacity on interagency operations.

Fredo earned a bachelor’s degree in business administration with a concentration in accounting from Columbus State University’s D. Abbott Turner College of Business. He is a member of the Columbus Rotary Club, Special Forces Association, Association of the United States Army (AUSA) and the Greater Columbus Chamber of Commerce.

Originally from Brownsville, Texas, Fredo lives in Columbus, Georgia, with his wife, Tyla, and their children, Joaquin and Anya. In his free time, he can be found coaching his son and daughter on baseball fields at Peach Little League, he enjoys hiking, biking and fishing – but, most of all, spending time with his beautiful wife and two awesome children.

As a Client Services Associate at Wealth Intelligence, I assist clients by processing service requests, maintaining accurate client information, supporting marketing efforts, and representing our company at networking events. With over five years of experience in the financial services industry, I've developed a keen understanding of client needs and how best to meet them. Before joining Wealth Intelligence, I served as a Hospital Corpsman in the US Navy, worked as a Fraud Analyst at Global Payments, an Insurance Agent at Aflac, and as a medical assistant in various doctors' offices.

Motivated by the opportunity to solve our clients' problems, I take great pride in helping them meet and maintain their financial goals. Being part of a team that focuses on providing lasting solutions, rather than just short-term fixes, is something I truly value. 

Among my proudest accomplishments are my honorable discharge from the U.S. Navy, completing the Citizens Government Academy in 2025, and – above all – being a devoted husband and father. I believe the greatest value I can offer our clients is listening and being attentive to their needs. By understanding their unique situations, I aim to provide tailored solutions that align with their goals.

Originally from Florida, I now reside in Georgia with my wife and our four children. In my free time, I enjoy watching basketball, which offers a wonderful way to unwind and connect with my family.

Bryan is devoted to his goal of helping clients enjoy financial well-being and independence. Honest and diligent, he prioritizes having genuine discussions with clients and instilling a sense of trust in them. Clients can rely on Bryan’s comprehensive knowledge in financial planning, retirement planning and estate planning and feel confident knowing he always has their best interest in mind.

As a CERTIFIED FINANCIAL PLANNER® professional, Bryan holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. He adheres to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Using his years of professional, academic and military experience, Bryan founded his veteran-owned business in Zebulon, Georgia, and soon after acquired a second location in Columbus, Georgia.

Bryan began his career 26 years ago when he discovered Crown Financial Ministries, which was founded by Larry Burkett. He applied Larry’s teachings to his own finances and started passing along his findings to his friends, family and fellow churchgoers.

Bryan’s interest eventually evolved into a full-time passion for helping families feel financially prepared for life. In 2007, he began working as a financial advisor for Edward Jones. After that role, Bryan accepted the role of financial advisor in 2010 at Morgan Keegan, which was acquired by Raymond James in 2012.

A graduate of the University of Phoenix, Bryan earned his Bachelor of Science degree in business administration in 2007. He also holds an A.A.S. in industrial electronics from Southern Crescent Technology College. In 2013, he graduated from the executive program in financial planning at the Terry School of Business of the University of Georgia.

Beyond his credentials, there is a deeply personal reason behind his devotion to financial planning, especially after a cancer diagnosis, as well as his particular sensitivity while he aids families in getting their affairs in order. His wife, LeAnne, battled stage 4 colon cancer for almost three years and got her angel wings in May 2018. In her memory, Bryan encourages everyone to get cancer screenings because early detection is the number one key to survival.

Originally from Thomaston, Georgia, Bryan resides in his home state in the city of Meansville, where he has a small cattle farm. He is a member of the Veterans of Foreign Wars, Boykin Spaniel Society, the American Black Hereford Association, and the Association of Former Intelligence Officers. An avid outdoorsman, Bryan enjoys spending time with family and friends – and is always ready for a new adventure.