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Originally from North Carolina and now based in Scottsdale, Arizona, Rob Bryson is a financial professional who helps individuals and families feel clear and confident as they navigate life’s most important financial and estate-planning decisions.
After years supporting clients at Vanguard, Rob saw how overwhelming estate planning can feel without the right guidance—so he focuses on making the process simple, approachable, and rooted in genuine trust.
As a member of Retirement Transition Advisory Group – West, Rob works closely with clients to create plans that protect what matters most and ensure their wishes are carried out the right way. His style is calm, direct, and supportive, making complicated topics feel manageable and straightforward.
Rob enjoys tennis and spending time with the people who matter most to him. His goal is simple: to help others move into their next chapter with clarity and peace of mind.
Ben grew up in Gastonia, North Carolina, and began his professional career in Charleston, South Carolina, working with State Farm as a life insurance agent, helping individuals and families protect their financial future. After moving out west with his family, he now focuses on estate planning and wealth protection, guiding clients in creating wills, trusts, and strategies to safeguard both assets and loved ones. He takes a practical, solutions-oriented approach to planning, helping families feel confident that their wishes will be honored and their loved ones protected.
Faith plays a central role in Ben’s life, shaping the values and principles he brings to both his personal and professional work. He believes that estate planning is not just about finances, but about stewardship, responsibility, and leaving a meaningful legacy for the people you love.
Ben and his wife live with their newborn son and their two dogs. In addition to spending time with his growing family, he is passionate about photography and exploring the outdoors through backpacking and hiking. Hefinds balance in helping families plan for long-term security while embracing the present.
A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in economics and political science, David works with families and businesses throughout North Carolina and the southeast developing strategies to help enhance their financial position and maximize retirement income.
David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is a Top of the Table member. He is also a past president of the Gaston County Association of Insurance and Financial Advisors. David is a nationally recognized instructor on social security maximization strategies, David also holds his Federal Retirement Consultant (FRC) certification, specializing in helping Federal employees plan for their retirement.
He and his wife, Josie, are parents to four boys and a girl. Coaching youth sports through his church, teaching Sunday school and Vacation Bible School, and having served on several boards in Gaston County, David remains actively involved in the community where he has lived for 50-plus years.
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