Brian Vance

Brian A. Vance,

CFP® Financial Advisor Investment Management Consultant

Brian has been in the investment industry for 40 years. The breath of his experience includes training and working at historic Wall Street firm, EF Hutton; AG Edwards, and as an independent consultant affiliated with Raymond James Financial Services. Brian is a Certified Financial Planner® and Investment Management Consultant, He has served for decades on various industry committees regarding broker education.

In an ever changing, complicated investment world, Brian provides consistent common sense advice to individuals, businesses, and non profits.

He serves on numerous nonprofit boards and committees for children’s hospitals, a children’s theater, and a dyslexia teacher training intervention foundation.

Brian enjoys Masters Swimming, dancing with his wife, Carol, hunting and hiking in the Rocky Mountains.