Caitlin Bryan

Caitlin Bryan is a CPA, wealth advisor and Investment Advisor Representative who works closely with retired, W-2 employees, and self-employed clients to align their investments, tax strategies, and financial goals to build and sustain long-term wealth.

Caitlin is an alumna of Texas A&M University, where she received a Bachelor of Business Administration in Accounting and a Master of Science in Finance. She was recognized with the TSBPA Top 10 Candidate Recognition for earning one of highest cumulative CPA exam scores in the state of Texas.

Before working at CWA, Caitlin worked as a senior forensic accountant at UHY Advisors, where she handled a multitude of business interruption claims. In 2010, she joined CWA, where she developed a passion for educating and empowering individuals to make informed financial decisions and build a lasting foundation for their future.

Beyond her work with clients, Caitlin serves on the firm’s Investment Committee and helps lead key initiatives within CWA’s Wealth Management group. She is also a key member of the Women in Wealth initiative, the Sapphire Circle, which empowers women through financial education, networking, leadership development, and shared experiences. Caitlin frequently presents at local industry events on financial topics impacting women and investing. She also hosts Real Talk with Your CPA, a video series that simplifies complex financial topics.

“As an advisor, my role extends beyond managing investments and reducing taxes. Through meaningful relationships built on trust, I help clients navigate life’s opportunities, challenges and most important decisions with confidence.”

She and her husband, Chad, are active in their local church and in their free time enjoy cheering on their three kids that play a variety of sports.