Brian D. Eilers is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Investment Management Analyst®. He co-founded The Compass Wealth Group in 2011. Previously, Brian worked for 13 years in a similar role at M.J. Smith and Associates and became a principal with that firm in 2005. Brian has been an independent financial planner working with private clients and organizations for over 23 years.
Brian provides comprehensive financial planning to individuals, families, business owners, and provides investment consulting work for foundations and trusts. His expertise includes finding solutions for clients in the areas of proper investment asset allocation; long-term care, life and disability insurance needs; college education planning; and retirement cash flow planning. Additionally, as the Branch Manager, Brian is responsible for formulating and implementing the firm’s compliance policies and procedures in order to meet strict adherence to the industry’s rules and regulations.
Brian holds a Masters of Business Administration degree with an emphasis in finance from the University of Colorado-Denver, and Bachelor of Science degree in Mechanical Engineering from Colorado State University. Brian is a member of the Financial Planning Association™, and the Cheyenne Sunrise Rotary Club.
Brian enjoys spending time with his three children, Ashley, Rachel, and Zach. His hobbies include golfing, hiking, playing the drums, and rooting on his Colorado State sports teams.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.