Brian Rorick, CFP®
Co-Founder, Private 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
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.