Brien Mattingly

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Brien grew up on a farm/ranch in the San Luis Valley where he learned the importance of hard work, discipline, and being relentless in the pursuit of your goals.  His mother was a family practice doctor who taught him to be compassionate and always take care of others.  His father was an owner-operator of Mirage Farms who showed him how to be self-sufficient, gritty, and creative.  His grandfather invested the WaterPik and was a true example of an entrepreneur. He graduated from CU-Boulder with a degree in Political Science after playing 3 years of division I basketball where he learned how to play a role and make a contribution to a team while making the Commissioner's Honor Roll and All-Academic first team for the Big XII Conference. After graduating, Brien gained valuable experience as a financial advisor in the financial service industry working at Promark Financial, Axa Advisors, and Wells Fargo Advisors. This combination of growing up in a small rural community, playing team sports, and learning industry perspectives from global leaders are what guides Brien's financial services practice today. He believes strongly that financial success is based on creating definitive financial goals and then formulating a plan of action to keep yourself on track. His philosophy is centered around the thought that setting goals and then working tirelessly to achieve them is what gives our life meaning.  His practice is guided by the code of ethics of a CERTIFIED FINANCIAL PLANNER^® professional to always act with honestly, integrity, competence, and diligence. Merrill Lynch Wealth Management and the banking convenience of Bank of America provide the framework to deliver advice and guidance from one of the most prestigious and respected wealth management firms and banks in the world to individuals, families, and businesses.