To establish a partnership with my clients in order to build a personal financial plan that addresses what they care about most and serves as a foundation for working toward their goals. My purpose is to help build, manage and preserve your wealth. My success is not measured in performance statistics but rather by my clients’ success in achieving their goals.
Series 7 & 66 Securities License (held through LPL Financial)
Colorado Life & Health Insurance License
Master of Science in Finance, University of Colorado - 2004
Master of Business Administration (MBA), University of Colorado - 2003
Bachelor of Science in Electrical Engineering, University of Buffalo - 1999
Brian started his financial advising practice with Waddell & Reed in 2010. Before becoming licensed in the securities and insurance industry, he worked as the Project Director of a nationally recognized law firm and was an Analyst with Lehman Brothers in their Denver and London offices. Brian currently serves as an Ambassador with the Golden Chamber of Commerce.
AREAS OF SPECIALIZATION
Life & Disability Insurance
Education & Goal Funding
Portfolio Allocation Strategies
International travel, scuba diving, skiing, and spending time with my wife Shea and our twin daughters enjoying the Rocky Mountains.