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 CEO.
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. In 2020 Brian earned his Certified Financial Fiduciary (CFF®), a designation reserved for financial professionals who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
A resident of Fort Collins, Colorado, Brian enjoys spending time with his family, personal fitness, golf and skiing.