Brian Rorick, CFP®

Private Wealth Advisor, Partner

Brian began his more than 15 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 that began more than 14 years ago. Brian’s focus for the firm is to construct investment solutions that balance the unique risk profile and return requirements of each client Aveo is privileged to serve.

Education
Bachelors of Science degree in Accounting & Computer Information Systems from the Kelley School of Business at Indiana University in Bloomington.

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 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 Arma Dei Academy in Highlands Ranch.  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.