Brian has been working in the financial services industry since 2002. He is a Certified Financial Planner™ (CFP®). Having the CFP® designation gives Brian the knowledge to assist in all five areas of financial planning: estate planning, retirement planning, tax planning, insurance planning, and investment planning. This service often provides a once in a lifetime opportunity for a client to have a single point of expertise to go to with all their financial planning questions as well as a coordinator if additional expertise is necessary.
Additionally, he brings over 30 years of experience as a federal employee to include military service and civilian service. This allows Brian to present daily and weekly seminars across the federal government for over 20 years. Agencies such as the FBI, FAA, DoD, USDA, and US Treasury have all brought Brian to their thousands of employees to clarify for them the complicated network of federal benefits and how they can be integrated to provide successful careers and retirements.
But don’t think all this military and technical experience makes him boring. He is anything but. Brian entertains the families he works with as he shares strategies with them to reach their financial goals. Who knew personal finance and federal employee benefits could be so entertaining?
Brian calls Cambridge Investment Research his home. He is proud of their continuous award-winning status as “Broker Dealer of the Year” in the independent advisor space. This relationship allows Brian to provide the very best service to all the families he works with throughout the country.
Brian has been married to his wife Sherri for over 42 years, and they live in Black Forest, Colorado. He has two daughters; one is an air traffic controller, and the other is a nurse practitioner. In his down time, he enjoys spending time with his family, hunting, and traveling to new and exciting places.