Bryan is a board-certified emergency medicine physician with more than 25 years of clinical experience and is the father of two adult sons with autism.  Driven by a decades-long personal interest in personal finance, he decided to turn this passion into action and enrolled in the Masters in Finance and Risk Management program at the University of Colorado-Denver, graduating in 2023. In the same year, he completed all of the educational and testing requirements to become a Certified Financial Planner (CFP®) and anticipates finalizing those credentials in Feb 2025.  In July of 2024, he added the Chartered Special Needs Consultant® certification, giving him the tools to help other families like his own to secure the financial futures of their special needs children.  In addition to special needs families, Bryan loves working with other healthcare professionals and understands firsthand the financial nuances and life stressors that come with a career choice in medicine.  Bryan is also the author of Changing the Course of Autism: A Scientific Approach for Parents and Physicians.

Firm Description

Started in 2015 by our founding partners, Aaron Milledge and Brandon LaValley, Targeted Wealth Solutions has long focused on adding significant value to the financial well-being of our clients as an independent, fee-only, fiduciary service provider.  Over the last several years, we have built our team with three additional advisors, each of whom bring their own experience and expertise.  Based on our backgrounds as former military pilots and an emergency medicine physician, our primary niches are health care professionals, military personnel and airline pilots but we have two advisors with personal connection to the special needs community which has led them to join the Academy of Special Needs Planners.  Bryan Jepson MD, MSF is an emergency medicine physician turned financial planner and has two adult sons with autism.  He has completed the Chartered Special Needs Consulting (ChSNC®) certification and will complete his CFP® certification in Feb 2025. Aaron Milledge MBA, CFP® also has a daughter with special needs.  

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