Regional Vice President
Brian is a registered investment adviser representative dedicated to helping people achieve their financial goals. With over 12 years of experience in financial services, he most recently spent 10 years at Personal Capital, an Empower company. Brian specializes in comprehensive wealth planning to ensure a holistic approach for clients. He graduated from the State University of New York at Oneonta and lives in Colorado, specifically the Roaring Fork Valley, with his wife and two daughters. Brian enjoys skiing, mountain biking, and being in the mountains with his family.