Bryon Gilbert, CFP®

Director of Operations

bgilbert@meritageportfolio.com

Bryon is the firm’s Director of Operations and Technology. He leads special projects with an emphasis on improving process efficiencies.

Bryon has been in the investment industry for over 20 years where he has split his career between financial planning and investment operations. Bryon received a B.S. in both Accounting and Finance from the University of Central Missouri.

Bryon enjoys rooting for the Royals and mountain adventures with his wife and three dogs. He and his wife recently welcomed a little baby boy to their pack.

Quote: “We shall have no better conditions in the future if we are satisfied with all those which we have at present.” – Thomas Edison