Overview
Brian serves as the Managing Principal of our Private Client Services Industry.
We believe that an individual or family goes through a natural lifecycle; a dynamic journey in which they move through distinct stages of life. Yes, each individual or family is unique… different family composition, values, and goals… however, we tend to face similar challenges, opportunities, and milestones along the way. These milestones have complexity and CLA is uniquely positioned to help.
Our private client service experience considers all aspects of your financial situation, bringing our clients proactive planning throughout the year in the following areas: income and estate tax planning, income and estate tax compliance, cash flow planning and risk management strategies.
Whatever life stage you are at, incorporating comprehensive tax and wealth planning may help you improve financial outcomes and bring you peace of mind. Let us bring ideas that are relevant to you and coordinate the execution of your planning decisions.
Brian has been a part of the CLA Family for over 20 years and is a CERTIFIED FINANCIAL PLANNER™, Certified Financial Divorce Analyst® and Chartered Financial Analyst®.
Education
University of Wisconsin-Madison
In the community
CLA Foundation-Board Member and Treasurer
Denver Active 20/30 Children's Foundation- Active Members