Brian studied finance in the Leeds School of Business at University of Colorado. He completed two internship programs with UBS and AG Edwards. In 2007 he became licensed and joined MCL Financial Group and now is part of CDP Financial Group. Brian received his CFS (Certified Fund Specialist) designation in 2016 which requires hours of study, the passing of a series of exams and a final in depth case study. He is an expert at Modern Portfolio Theory, mutual funds, ETFs, asset allocation strategies and portfolio construction. Brian values the relationships he has with his clients and helping them meet their financial and retirement goals. In his spare time, Brian enjoys spending time with his wife and three kids and various recreational activities.