Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Brian enjoys assisting his clients with analyzing their financial situation and implementing appropriate wealth management strategies to achieve their goals. What often feels like a daunting task for many investors can become an incredible feeling of accomplishment. Brian's clients are usually seeking the right solutions to fund their children's higher education expenses, fund a lively retirement and protect against potential long term care issues. With over 25 years of financial services industry experience, he understands how to meet his clients' goals through portfolio diversification, risk management and identifying potential wealth management solutions.
Brian entered the financial services industry after earning a Bachelor of Arts degree in Communications from the University of Northern Colorado with a minor in business. He has gained experience in dealing with the extremes of the market that result from recessions, disasters, international conflict, debt crisis and bursting investment bubbles. These are all storms that Brian has successfully weathered with his clients. In his free time, Brian enjoys spending time with his family, fly fishing, shooting sporting clays, and golfing. He currently resides in Centennial with his wife.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Brian enjoys assisting his clients with analyzing their financial situation and implementing appropriate wealth management strategies to achieve their goals. What often feels like a daunting task for many investors can become an incredible feeling of accomplishment. Brian's clients are usually seeking the right solutions to fund their children's higher education expenses, fund a lively retirement and protect against potential long term care issues. With over 25 years of financial services industry experience, he understands how to meet his clients' goals through portfolio diversification, risk management and identifying potential wealth management solutions.
Brian entered the financial services industry after earning a Bachelor of Arts degree in Communications from the University of Northern Colorado with a minor in business. He has gained experience in dealing with the extremes of the market that result from recessions, disasters, international conflict, debt crisis and bursting investment bubbles. These are all storms that Brian has successfully weathered with his clients. In his free time, Brian enjoys spending time with his family, fly fishing, shooting sporting clays, and golfing. He currently resides in Centennial with his wife.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager
