Brian Lillis

CRPC®

Private Wealth Advisor
Chartered Retirement Planning CounselorSM
Further Financial Group - West
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

Multigenerational approach

I believe in offering a holistic approach to helping you plan for your financial future. In the same way, I work with clients and their families across multiple generations to offer strategies to help build and sustain wealth and establish legacy.

I specialize in everything from working with children of clients to help them learn financial basics like budgeting, paying off student loan debt and beginning to save, to assisting parents of clients with estate planning strategies entering and thriving in retirement and helping ensure they are prepared for the expected and unexpected.

I offer you and your loved ones personal financial advice and a broad range of solutions to help you live your best life, now and in the future.

With the right financial advisor, life can be brilliant.

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My videos

10 videos

The Ameriprise difference

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)