Brian prides himself on bringing comprehensive wealth management strategies to our clients. He is passionate about delivering the solutions that improve his clients' lives, including: investment management, retirement planning, education planning and more.
He is a CERTIFIED FINANCIAL PLANNER™ professional, meaning he has met the standards of the independent CFP® Board which include: rigorous education, examination, experience and ethics requirements. He also holds the Wealth Management Specialist designation which is awarded to Financial Advisors who have successfully completed a comprehensive financial planning training program and have satisfied annual continuing education requirements.
Brian is a proud alumnus of the University of Denver, where he earned his finance degree. In his leisure time, he enjoys fly fishing, snowboarding, hiking and volleyball, but his real joy comes from spending time with his two young children, Autumn and Brandon, his wife, Erin, and his dog Talus.
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.