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Brian has been serving his clients for over 10 years and loves the impact he has been able to have on his clients lives. He started his career with Smith Barney and later UBS, and quickly found out he could better serve his clients as a true fiduciary as a Registered Investment Adviser, essentially realizing that clients are more important that shareholders. Brian is a Certified Financial Planner™, and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board Certified Advisor Practices (NABCAP). He was also named one of the Colorado Springs Business Journal’s Rising Stars 40 under 40 in 2012. Prior to becoming an advisor he was a top account executive for Ricoh Business Systems in Southern California.

He holds a B.A. in public administration from San Diego State University, and is a Graduate of Stanford University School of Business, iShares Program. Brian is a lifelong learner and values continuing education. He currently serves as the President of Kids on Bikes and is the Chair of the Colorado Springs Housing Authority. He previously served on the board of the Colorado Springs Urban Renewal Authority and was the co-chair of The University of Colorado Colorado Springs Chancellors Leadership Class.  Brian is an avid Swimmer and Mountain Biker. He was named the USA Triathlon Volunteer of the Year for 2013 as a team leader for Insulindependence, where he mentored kids with Type 1 Diabetes. As a Type 1 himself, he continues to rank nationally among US Masters Swimmers. Brian enjoys spending time and traveling with his wife, Tiffany, and son, Miles.

P: (719) 394.3900  |  844.295.0069

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It all starts with the Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.