Brian helps individuals and business owners accumulate wealth, preserve wealth and transfer wealth. Tell us about your goals and dreams. Share your passions, aspirations and envision your legacy. Once you discover what financial milestones may lie ahead, we will work with you to build a plan to help you achieve them. This goals based planning approach, incorporates both personal and business advice so that you have the best long-term odds of financial success. Brian has been a part of the CLA Family for nearly 20 years and currently leads the wealth advisory practice in our West region.
Brian is a CERTIFIED FINANCIAL PLANNER™, Certified Financial Divorce Analyst® and Chartered Financial Analyst®.
University of Wisconsin-Madison
In the community
CLA Foundation-Board Member and Treasurer
Denver Active 20/30 Children's Foundation- Active Members
Resources and events
Article 5/18/2020Financial Health Tips to Help You Through COVID-19