As a partner and adviser, Brian advises high-net-worth individuals and families in pursuit of their goals for retirement, financial and income planning, estate transition, and charitable giving. He also serves as the firm’s COO and partner-in-charge of compliance and HR.
He is an active member and former president of the Foothills Gateway Foundation Board and a member of the Foothills Rotary Club. Brian received his degree from Colorado State University.
A resident of Fort Collins, Colorado, Brian enjoys spending time with his family, personal fitness, golf and skiing.