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 am assisting the team here at TWC with various elements of the financial planning process to include initial planning, client reporting, client review meetings, and ongoing investment recommendations. I am also pursuing the Certified Financial Planner (CFP) designation.
I enjoy hiking, jogging, skiing, snowboarding, snowshoeing, and mountain biking in the nearby Rocky Mountains. On flatter surfaces, I enjoy kayaking, rowing, and playing tennis. Given my interests, it is 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.
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