The Team

Our Staff

Brian Spinnato

Brian Spinnato

Associate Financial Advisor

More about me...

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMASM Accredited Portfolio Management Advisor
  • Series 7
  • Series 66
  • BA-History, Metropolitan State College of Denver, 2002
  • MA-Education and Administration, University of Phoenix 2004

Roles & Responsibilities

  • Financial Planning
  • Investment Planning
  • Family Finances Support
  • Education Planning
  • Wealth Preservation Strategies Support