Brian D. Williams MBA, CMFC®

Managing Principal

Brian Williams has over 20 years’ experience in the financial services industry on both the retail and institutional side of the business. He maintains his Series 7, 6, 63, and 65 securities registrations with LPL Financial and is licensed for life insurance and long-term care insurance. Brian also holds the CMFC® designation through the College for Financial Planning.

Brian received his BS in Business Administration from the Sigmund Weis School of Business at Susquehanna University in Selinsgrove, Pennsylvania. He also received his MBA in Finance and Accounting from the Anderson College of Business at Regis University in Denver, Colorado. Currently, he is working on his MSc in International Business at the University of Birmingham in the UK.

Brian is an active member of the Susquehanna University Soccer Alumni Association and The Optimist Club of Monaco South.  He previously served on the Advisory Board of the non-profit organization, Soccer Without Borders, Board of Directors of The Optimist Club of Monaco South and Colorado Financial Planning Association. In addition, Brian has been published in both local and national publications.

In his free time he enjoys golfing, anything soccer, traveling, and spending time with his family. He lives in Denver with his wife and two children.