Francis is a partner and strategic advisor at Brown Advisory. He has dedicated his practice to working with business owners and families of wealth with complex financial planning needs by seeking to provide a deeper level of service for his clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas that include wealth transfer, wealth enhancement, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. Prior to Brown Advisory he lived and worked in Denver Colorado with a national bank as a Director of Family Wealth Consulting and a boutique estate planning law firm where his practice included working in a similar role traveling to various markets in the Rocky Mountain and Pacific Northwest regions.
Education
- Master of Laws (LLM) in Taxation, University of Denver Sturm College of Law
- Juris Doctor (JD), University of Denver Sturm College of Law
- Master of Science in International Management (MIM), University of Denver Daniels College of Business
- Bachelor of Science in Business Administration, University of Denver Daniels College of Business
Community Involvement
- Member, Alliance of Merger & Acquisition Advisors
- Member, American Bar Association
- Member, National Center for Employee Ownership
- Former member, Colorado Alzheimer's Association - Board of Directors
- Former member, The Denver Foundation - Professional Advisors Council
- Former President, Centennial Estate Planning Council
Certifications
- Certified Merger & Acquisition Analyst (CM&AA®)
- Certified Business Exit Planning Consultant (CBEC®)
- Certified Value Growth Advisor (CVGA®)
