Brian Toerber delivers integrated wealth strategies and forward-thinking, objective advice to his clients. He specializes in financial, estate, and investment planning, as well as real estate investment and development. His clients include individuals and families, business owners and businesses, executives, professionals, institutions, and foundations.
Leveraging more than 15 years in the financial services industry, Brian guides his clients through the wealth management process, coordinating all of the pieces for them in a simple, accessible way. He helps his clients define their goals and priorities. Then, working with a team of experts in the areas of investment management, trust and estate planning, credit, and risk management, he recommends solutions to address their unique situations. He then works with the team to monitor their plans, and contacts them as new opportunities to grow and
preserve their wealth occur.
Brian has served as a Wealth Advisor at Wells Fargo Private Bank and a Wealth Management Advisor for TIAA-CREF. Brian earned a BS in Finance from Colorado State University and an MBA from the the University of Denver. Brian has also received his CERTIFIED FINANCIAL PLANNERTM designation. He is a member of the Rocky Mountain Estate Planning Council, the National Association of Industrial and Office Properties (NAIOP), and the Financial Planning Association (FPA).