Brian has been an advisor since February of 2014. He is a graduate of the University of Northern Colorado with a B.S. in Business Administration, and an emphasis in Finance. At UNC, he found a love of investments within the curriculum, and was selected as an equity manager for the Student and Foundation Fund where he worked with a team of students managing a $1.3 million dollar portfolio of stocks and bonds that provides scholarships for incoming students. In addition, Brian worked with a team of students on a socially responsible fund where he learned how to meet the investment needs of the socially conscious investor. These experiences created a passion for the investment management industry and the desire to build his financial advising practice.
Brian is proud of his small-town upbringing in Eastern Colorado where he excelled as a 4 sport athlete and an active member in the community. Outside of the office he enjoys attending sporting events, golfing, fishing, and beer tasting at many of our great Colorado breweries.
Brian believes that prudent financial management is a catalyst to a long, healthy, and happy life. He prides himself on going the extra mile to provide sound financial solutions in his clients’ best interests.
Brian strives to work with good-hearted people, to listen, and to make a positive impact on the lives of his clients and their families.