As a Partner and adviser, Brian advises high-net-worth individuals and families in pursuit of their goals for retirement, financial and income planning, estate transition, and charitable giving. He also serves as the firm’s COO/CCO.
He is a former member and past president of the Foothills Gateway Foundation Board and a current member of the Foothills Rotary Club. Brian received his degree from Colorado State University.
A resident of Fort Collins, Colorado, Brian enjoys spending time with his family, personal fitness, golf and skiing.