
About
Brian began his career in retail banking in 2010. Over the years, he has held various roles as a VP Financial Advisor, investment officer, investment solutions representative, regional sales director — and his current position as a financial advisor with the Cardan Team at Wealth Enhancement. His deep expertise in investment analytics, holistic portfolio reviews, financial planning, retirement planning and cash flow analysis allows him to provide valuable insights and guidance to his clients. Brian holds the Chartered Financial Analyst® designation and is a member of the CFA Colorado Society.
Brian and his wife, Lauren, have two children and live in Parker, Colorado. Outside of work, he’s a passionate sports enthusiast and loves playing soccer, golfing and snowboarding. He also enjoys traveling and exploring new destinations.
Articles by topic
No results for "[current-page:query:keyword]"
We searched through our content archive and didn't find any matches.