Brian Kleist is a financial professional with extensive experience in wealth management and financial advisory roles. Currently serving as Principal and Senior Wealth Advisor at CLA (CliftonLarsonAllen) since March 2017, Brian specializes in comprehensive financial planning, retirement planning, investment strategies, estate planning, and charitable planning for individuals, families, business owners, and trusts. Prior to this, Brian worked at Russell Investments from November 2010 to February 2017 as a Bank Channel Specialist, focusing on relationship building with key stakeholders and financial advisors. Brian's career also includes financial advisory positions at Deloitte and Waddell & Reed Financial Services. Academic credentials include a degree in Consumer Science with a focus on Financial Planning from the University of Wisconsin-Madison.
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