There are many advisors who take the “Jack-of-all-trades” approach, but we have chosen to specialize, working primarily with pre- and current retirees. This requires a very specific focus on capital preservation as well as income, insurance, and estate planning techniques that differ from those still in their accumulation years.
Retirement is a journey; we partner with our valued clients to help them achieve financial longevity with confidence and peace of mind. We look at each family on an individual level to understand the kind of lifestyle they want to live, and then custom design a plan to fit their needs.
Brian is the founder and President of Legacy Wealth Designers, Inc. With over 22 years of experience in the insurance and financial services industry, Brian has always focused on the unique needs and goals of the retiree community. Brian and the team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.
Brian holds an active Series 65 Investment Advisor License as well as the Colorado State Life, Health and Disability Insurance License. He is a member of the National Ethics Bureau (an organization that specifically oversees the business practices of financial advisors) and The Better Business Bureau of Denver/Boulder for over the past 20 years with an A+ rating. Brian holds the LTCP designation, which is co-sponsored by America’s Health Insurance Plans (AHIP), the National Association of Health Underwriters (NAHU), and the National Association of Insurance and Financial Advisors (NAIFA).
Brian grew up in Eugene, Oregon, where he learned the value of hard work, honesty and integrity from his father, who also worked in the financial services industry his entire life and co-founded Legacy Wealth Designers.
Brian has been married to his wife Sheryl for over 35 years and resides in Littleton. They have four grown children who live in different parts of the world, including England. When not helping his clients increase their confidence about their financial future, Brian and Sheryl enjoy travel and multiple outdoor activities in the great state of Colorado!
As Director of Client Relations for Legacy Wealth Designers, Robert’s main responsibility is assuring the smooth transition for our clients from plan design to plan implementation.
Robert has over 19 years of experience in the financial services industry with a primary focus on operations and client management. He began his career with Great American Insurance Company as a field operations manager, overseeing marketing and underwriting in Colorado, California and New Mexico. He began working at Legacy in 2008.
Robert and his wife, Nancy, enjoy the outdoors of Colorado, hiking and playing tennis and golf.
Sheryl has worked with Brian to build and maintain Legacy Wealth Designers, assisting with internal administration and accounting for the company.
Sheryl and Brian enjoy traveling, and outdoor activities in the great state of Colorado.