BRIAN RORICK, CFP®
Founding Partner, Wealth Advisor
Brian began his more than 20+ year financial services career at Ernst & Young, LLP where he became a Certified Public Accountant. This experience served as the foundation for a successful transition to Merrill Lynch in 2002 where Brian began providing investment advice and wealth management services to affluent investors, while earning his Certified Financial Planner designation. Having a strong work ethic, an entrepreneurial spirit and a dedication to serving his clients, Brian has been able to build a successful wealth management practice.
Education & Community Involvement
- Bachelors of Science degree in Accounting & Computer Information Systems from the Kelley School of Business at Indiana University in Bloomington.
- Certified Financial Planner®
- Certified Public Accountant® (Inactive)
- Active in supporting several philanthropic organizations
- Archdiocese of Denver Investment Committee
Personal
Brian was born and raised in Ft. Wayne, Indiana. His immediate and extended family still reside in the Ft. Wayne area. Upon graduation from the Kelley School of Business at Indiana University Brian lived in Indianapolis and then Chicago before moving to Denver. Brian is married to his wife Beth, and they have two children. Their daughter Taylor, and son Jack, currently attend Valor Christian High School. Brian and Beth are active in their children’s school and church. As a family they enjoy exercising regularly, playing golf, snow skiing and traveling.
MICHAEL BEERMANN, BFA™
Founding Partner, Wealth Advisor
Michael began his 30+ year career in financial services with American Express in 1988 which included experience at First Data Corporation, Microsoft, Merrill Lynch and UBS Wealth Management. Activities have centered around the delivery of advice and counsel to many of the nation’s largest financial institutions and to private investors with a varying degree of financial complexity and objectives. Michael’s focus for the firm is to foster financial success for families and individuals. As a partner of the firm, Michael also understands the importance of giving back to the communities in which we live and work. Having a strong work ethic and exercising the philosophy that you should always do more than expected has generated strong, long-lasting relationships.
Education & Community Involvement
- Bachelors of Science degree in Finance
- Certified Behavioral Financial Advisor™
- Archdiocese of Denver Investment Committee
- Highlands Ranch Park & Recreation Foundation
- Active in supporting several philanthropic organizations
Personal
Michael was born and raised in South Sioux City, Nebraska and moved to Denver in 1988. Michael and his wife Anne have two daughters, Cristina and Brooke. Michael and Anne support several philanthropic efforts and enjoy golfing and family time.