Brian manages client relationships, produces financial planning analysis, and oversees our marketing program and client communication initiatives.
Forbes named Brian in its ranking of “America’s Top Next-Generation Wealth Advisors” and “Best-in-State Wealth Advisors.” He has over 15 years of experience working across the public, nonprofit, and private sectors. His previous experience includes roles in the insurance technology industry and the United States House of Representatives Budget Committee.
He is a member of the Board of Directors of the Aspen Center for Environmental Studies (ACES) and Aspen Public Radio. Brian is a graduate of Princeton University, where he earned his BA in political science with a focus on international relations and security studies. He is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license as a qualified investment advisor representative (IAR).
On a Personal Note
Brian enjoys spending time with his wife and young daughter, and outdoors in the Rocky Mountains where he snowboards, fishes, hikes, and golfs. You can also find Brian rooting on any sports team from Washington, D.C. and cooking Thai cuisine.
