AIF®, Senior Vice President and Retirement Plan Specialist
Brian founded our Denver office in 2005 and brings 22 years of experience in both the wholesale and retail sides of the retirement plan industry. Brian’s background includes serving as a 401(k) Client Relationship Manager with BenefitsCorp, Inc., a subsidiary of Great-West Life, and as a Registered Representative with Merrill Lynch, where he focused on marketing and servicing corporate retirement plans. Brian was recognized as a 2011 Top Employee Benefits Consultant – Retirement Division and 2010 Benefits – Retirement Division Power Broker by Risk and Insurance Magazine. He was also named one of 401kWire’s 300 Most Influential Defined Contribution Advisors in 2009 and 2010. Brian graduated from Colorado State University in 1996 with a Bachelor of Science in Business Administration, with a concentration in Finance and Marketing. He earned the Accredited Investment Fiduciary® (AIF®) designation in 2019 and holds the FINRA Series 7, 66 and 63 examinations for Registered Representatives.
Office: 303-615-7530 | Mobile: 720-615-7530 | firstname.lastname@example.org