Brian T. BertschSenior Financial Advisor
Brian lives in the Erie, Colorado with his wife Kristie and their two children, Makenna and Kaden.
In his spare time Brian enjoys playing golf with his family and friends. He also loves watching his children play basketball, volleyball, football and baseball.
Brian has been in the financial world since 1997. He started his own financial services practice Bertsch Investment Strategies in 2008 to better assist his clients with meeting their financial goals. He currently has his series 7, 9, 10, 63, and 66 securities registrations along with earning the designation of an Accredited Asset Management Specialistsm (AAMS®).
He also fulfills annual continued education requirements of the AAMS® designation to remain aware of current planning strategies and financial trends.