Brian has been an advisor with Waddell & Reed 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. These experiences created a passion for the investment management industry and the desire to build his financial advising practice with Waddell & Reed.
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 financial solutions based on his clients’ individual needs and goals.
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.