Brian Lichtenheld

As a Wealth Advisor, Brian works with the team to deliver comprehensive financial plans and investment portfolios that are aligned with what the client prioritizes and values most. He has spent his entire career with Registered Investment Advisors, giving him more than 15 years of experience in financial planning and investment management. Within this time, he has gained experience supporting intergenerational families, impact-oriented non-profits, and company 401(k) plans for values-driven organizations.

Growing up near the Cabrini-Green public housing community in Chicago shaped Brian’s early belief that money, allocated thoughtfully, can change the course of a family’s future. This belief continues to guide how he works with clients today, as he thoughtfully listens to their goals to create a plan that fits their unique situation. Brian spent eight years at BSW Wealth Partners before the firm became part of Sequoia in 2026. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned his BSBA from the University of Colorado, Boulder.

Outside of the office, Brian prioritizes volunteer work, including pro-bono financial planning through Advisers Give Back and the After Innocence Project, and strives to spend 100 hours per year (1% of his time) giving back to community service. He also enjoys sport climbing in his home state of Colorado, improving the energy and resource efficiency of his home, championing conscious consumerism, reading, and spending quality time with family and friends.