Experience

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  Jpmorganchase

  Jan 2002 - Nov 2005

  Avp/relationship manager
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  Demicell wealth managers, inc.

  Nov 2005 - Feb 2011

  Vp/portfolio management
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  Mills wealth advisors llc

  Mar 2011 - Jul 2017

  Senior financial planner
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  Rogers wealth group

  Jul 2017 - now

  Vp wealth management/chief compliance officer

  Brian brings a detail-oriented approach to finding the right answers for our clients. As a Financial Planner, he enjoys helping new and existing clients solve complex financial situations using creative strategies to reframe challenges into opportunities. Brian is a graduate of Colorado State University-Pueblo with a Bachelor of Science in Business Administration, and is a CERTIFIED FINANCIAL PLANNER™ Professional. He is also a Personal Financial Counselor for Zeiders, a Financial Counseling company that serves Service members, veterans and their families.Prior to joining Rogers Wealth Group, he was a Senior Planner at Mills Wealth Advisors in Southlake, Texas. Prior to that he served as VP of Portfolio Management for Demicell Wealth Managers of Pueblo, Colorado. He has also worked as a Relationship Management Officer for JPMorgan Chase Bank in Dallas, Texas, where he coordinated multi-million dollar debt issuance for various municipalities throughout the country.Brian enjoys all sports, especially playing golf and tennis. He and his wife, Kim, live in Keller with their son, Nathan. Show less