VISION BASED PLANNING - Key Persons
Job Titles:
- Senior Advisor / Senior Trader
Bryan is a big Atlanta Braves and Atlanta United fan, as well as enjoys watching Virginia Tech football. Based in North Carolina, when he's not working, you can find him spending time with his daughter, being active outdoors and playing tennis. Bryan earned a Bachelor's in Electrical Engineering from Virginia Tech and previously worked in the telecommunications industry for over 25 years.
Since 2002, as an independent financial planner, Christopher Rawson has developed custom strategies for clients to reach their individual financial goals. This process begins with getting to know each client personally. Your vision for your financial future is important, and this vision evolves over time. The advantage to working with a CERTIFIED FINANCIAL PLANNER™ professional is the fiduciary standard that comes with the designation.
Marc was born and raised on the small island of Trinidad and Tobago, and moved to the U.S. at age 20 where he enlisted in the U.S. Air Force and served for 4 years. Currently living in Houston, Marc is an avid aviation enthusiast and earned his private pilot's license when he was just 19 years old.
When not serving our client's needs, he loves to travel to a new location annually, and visit his family back in Trinidad & Tobago. Marc is a huge fan of all sports, and makes an annual pilgrimage to the U.K. to watch his beloved Manchester United play at Old Trafford in Manchester.
Job Titles:
- Senior Client Service Associate
Morgan is a Senior Client Service Associate at Vision Based Planning, She enjoys helping clients get more organized and the result of them feeling more confident towards reaching their financial goals.
On a personal note, Morgan is from the Spring, TX area, and graduated from Sam Houston State University with a bachelor's degree in Agricultural Business in 2017. When not working, Morgan enjoys spending time with her husband and taking their dogs out on adventures. Additionally, Morgan is an avid equestrian, and enjoys regularly riding her two horses