Brian has worked in the financial services industry since 2010 and has built a career centered on delivering a holistic wealth management approach to the clients he serves. He has consistently helped individuals and families navigate complex financial decisions with clarity and confidence. Previous roles include Regional Director and VP Financial Advisor at firms such as Personal Capital (now Empower), Fidelity, and Highland Capital.

Brian’s areas of interest include investment management and analytics, retirement planning, and tax-efficient strategies. His strategic approach integrates these disciplines to help clients optimize their financial outcomes and work toward their long-term goals. Brian holds the Chartered Financial Analyst® designation and is a member of the CFA Colorado Society.

Brian and his wife, Lauren, have two children and live in Parker, Colorado. Outside of work, he’s a passionate sports enthusiast and loves golfing, snowboarding, and playing soccer. He also enjoys traveling and exploring new destinations.