About
Brian
Brian advises high-net-worth individuals and families in pursuit of their goals for retirement, financial and income planning, estate transition, and charitable giving. In 2020, he earned his Certified Financial Fiduciary® (CFF®) designation.
He is a former member and past president of the Foothills Gateway Foundation Board and a current member of the Foothills Rotary Club.
A resident of Fort Collins, Colorado, Brian enjoys spending time with his family, personal fitness, golf, and skiing.
Education and Professional Milestones
-Colorado State University – bachelor’s degree
Brian advises high-net-worth individuals and families in pursuit of their goals for retirement, financial and income planning, estate transition, and charitable giving. In 2020, he earned his Certified Financial Fiduciary® (CFF®) designation.
He is a former member and past president of the Foothills Gateway Foundation Board and a current member of the Foothills Rotary Club.
A resident of Fort Collins, Colorado, Brian enjoys spending time with his family, personal fitness, golf, and skiing.
Education and Professional Milestones
-Colorado State University – bachelor’s degree