Meet Brian
Brian is a Wealth Advisor based in Fort Collins, Colorado. He joined Mercer Advisors in 2024 through the acquisition of Chapel & Collins Wealth Management. He has a wealth of experience in financial services since 2010, having worked with a variety of banks and planning firms, both large and small.
Brian graduated from Colorado State University with a B.S. degree in finance, concentrating in personal financial planning. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst® professional, and an Accredited Investment Fiduciary® designee.
Brian’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brian has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Providing clarity for military families navigating career transitions and financial complexity
His working style
Brian is empathetic and relatable. He thrives in collaborating with clients to guide and educate them.
Brian in real life
What keeps you busy outside of work?
Spending time outdoors with my wife and kids. We are usually camping, adventuring, or fishing.
What makes you tick?
The appreciation I have for my own family shapes the way I aim to work with the families that we serve.
Favorite thing about where you live?
The greater Fort Collins area is such a great hub for the outdoors, from Rocky Mountain National Park to the Cache La Poudre river. There’s endless opportunity to get outside.
Meet Brian’s Teammates
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