Brian D. Williams

Brian Williams has over 25 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. 

Brian currently serves as a Board Member of the Susquehanna University Alumni Association.  He is an active member of 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 football (what we call soccer), traveling, and spending time with his family. He lives in Denver with his wife and two children.