Our Team

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.

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.

Andrew is a Financial Advisor dedicated to helping clients make informed financial decisions and pursue their long-term goals with confidence. He is passionate about serving others and finds great fulfillment in helping individuals and families achieve financial success. Andrew believes that trust, respect, and integrity are the cornerstones of every lasting client relationship and strives to embody those values in every interaction.

Andrew joined Wealth Intelligence in April 2026 after spending four years in the banking industry, where he developed experience in client service, financial solutions, and relationship management. Prior to his career in banking, Andrew served as a Field Artillery Officer in the United States Army, where he developed leadership, discipline, and a commitment to serving others.

Andrew earned a bachelor’s degree in biology from University of North Georgia. He is also an active member of his community and currently serves on the Board of Directors for the Pike County Chamber of Commerce.

Andrew resides in Thomaston with his wife, Summer, and their dog, Holly. Outside of work, he enjoys fishing, hunting, and running. Above all, he values spending quality time with his wife and family.

As a Client Services Associate at Wealth Intelligence, Charles Williams assists clients by processing service requests, maintaining accurate client information, supporting marketing efforts, and representing the company at networking events. With over five years of experience in the financial services industry, he has developed a strong understanding of client needs and how best to meet them. Prior to joining Wealth Intelligence, he served as a Hospital Corpsman in the U.S. 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 clients’ problems, Charles takes great pride in helping them achieve and maintain their financial goals. He values being part of a team that focuses on delivering lasting solutions rather than short-term fixes.

Among his proudest accomplishments are his honorable discharge from the U.S. Navy, completing the Citizens Government Academy in 2025, and—above all—being a devoted husband and father. He believes the greatest value he can offer clients is attentive listening. By understanding each client’s unique situation, he aims to provide tailored solutions that align with their goals.

Originally from Florida, Charles now resides in Georgia with his wife and their four children. In his free time, he enjoys watching basketball, which provides a meaningful way to relax and connect with his family.