I joined The Wealth Conservancy in September 2007 after serving as an Air Force officer for eight years. During those eight years, I deployed to foreign countries, managed millions of dollars worth of construction projects, and earned an MBA (Finance) at the University of Arizona. Prior to my Air Force service, I attended Clemson University where I earned a BS in Civil Engineering and was active in both Air Force ROTC and the rowing team. Currently, I assist TWC clients with various elements of the financial planning process. I earned the CERTIFIED FINANCIAL PLANNER™ designation in October 2010.
I enjoy hiking, skiing, and snowshoeing in the nearby Rocky Mountains. On flatter surfaces, I enjoy running, rowing, and playing tennis. Given my interests, it's no accident I decided to live in Boulder and to work at The Wealth Conservancy.
Brian can be reached by email at brian@thewealthconservancy.com.
When more inheritors live richly, rather than succumbing to the burden of their wealth, the potential becomes astounding.
For inheritors who want to develop life-summiting skills to achieve success and enjoy a sense of accomplishment.
