With a calm, thoughtful approach, Brian guides clients through financial complexity with clarity, confidence, and care.
Joined Lido: 2026
Homebase: Johnstown, CO
Professional Focus: Helps individuals and families bring clarity to financial decisions and navigate life’s changes with confidence. He takes a partnership-driven approach, focused on practical strategies aligned with each client’s goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst®, Accredited Investment Fiduciary®
Education: B.S., Finance and Financial Planning, Colorado State University; M.A., Finance and Financial Management Services, Colorado State University Global
Previous Work Highlights: Served as a Wealth Advisor at Mercer Advisors and previously as a Financial Advisor at Chapel & Collins, LLC in Fort Collins, Colorado. Earlier in his career, he held roles as a Financial Services Consultant at TIAA and as a Client Relationship Manager at Summit Wealth Group.
Personal Facts: Brian is most proud of his family and values the time he spends with them above all else. Outside of work, he enjoys being outdoors, including camping, fishing, and hunting. He jokes that in another life, he might have been a fly-fishing guide.
