Brian’s Story:
Brian’s mission is to establish a partnership with his clients to build personal financial plans that address what they care about most and serve as a foundation for working toward their goals. His purpose is to help build, manage, and preserve their wealth. Brian’s success is measured not by performance statistics but by his clients’ success in pursuing their goals. In his leisure time, Brian enjoys international travel, scuba diving, skiing, and spending time with his wife Shea and their twin daughters, enjoying the Rocky Mountains.
Professional Experience & Qualifications:
Brian brings a wealth of experience to WealthClarity, having transitioned from a successful career in law and finance. His professional background and qualifications include:
- In the financial services industry since 2010
- Certified Plan Fiduciary Advisor (CPFA)
- FINRA Series 7 and 66 securities licenses (held through LPL Financial)
- Colorado Life and Health Insurance License
- Former analyst with Lehman Brothers in Denver and London
- Former Project Director at a nationally recognized law firm
- Master of Science in Finance, University of Colorado
- Master of Business Administration, University of Colorado
- Bachelor of Science in Electrical Engineering, University at Buffalo
- Ambassador, Golden Chamber of Commerce
Specialties:
Brian specializes in:
- Financial Planning
- Risk Management
- Retirement Planning
- Investment Strategies
- Life & Disability Insurance
- Education & Goal Funding
- Portfolio Allocation Strategies
Fun Fact:
Brian loves scuba diving and has explored underwater worlds in various international destinations.
