We are three investment and planning professionals spanning 70 years of experience in wealth and
institutional management. Together with our partners in estate planning, taxation and retirement
planning we strive to get our clients the most well rounded, top to bottom, comprehensive plan. Once
the relationship is established with all those within our community we pride ourselves on consistent and
thorough monitoring of all of our plans and accounts.
> FIT WEALTH
OUR TEAM
Founder and Chief Investment Officer
Brian Miller
President of FIT Wealth Management
Aaron Anderson, CFP® CLU® ChFC®
Managing Director and Wealth Advisor
Bill Donohue, CFP®
Founder and Chief Investment Officer
Brian Miller
Brian Miller is the founder and chief investment officer of FIT Wealth Management, an independent wealth and asset management firm dedicated to providing their clients with an exceptional financial planning experience. Brian holds a bachelor’s degree in business and economics from Plymouth State University and a master’s degree in finance from the University of Colorado at Denver. He spent many years at Invesco Funds Group as the lead portfolio manager of the $140 million Invesco Global Telecommunications Sector Fund, which was ranked in the top 25% after four years of him running the product. In addition to the lead portfolio manager role, Brian was the assistant portfolio manager of the $1 billion Invesco Technology Fund. Brian is also a co-portfolio manager of a $300 million equity product covering the Healthcare, Financial, and Technology sectors at CoBiz Wealth, as well as the Consumer Discretionary and Consumer Staples sectors. Outside of the office, Brian is the founder of a 75+ member road bicycling club and enjoys playing hockey and exercising with his family. To learn more about Brian, connect with him on LinkedIn.
Aaron Anderson is president and managing partner of FIT Wealth Management with over 12 years of experience in the financial industry. Aaron is passionate about offering a client experience that goes above and beyond the industry’s standard and managing his client’s financial lives with a high level of trust and integrity. Aaron graduated from Colorado Christian University with a bachelor’s degree in communication and went on to obtain an MBA in financial planning from California Lutheran University. Aaron also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant® (ChFC®) designations. Prior to joining FIT Wealth Management, Aaron spent many years as a portfolio manager and wealth planning advisor at CoBiz Financial and as a senior investment advisor at Private Capital Management. Connect with Aaron on LinkedIn to learn more.
After an extensive career working on the institutional side of the financial industry Bill decided it was time to take his knowledge and experience to a more broad-based clientele. After 28 years of working for mutual fund companies Bill came full circle in joining forces with his old college buddy, Brian Miller, the founder of FIT Wealth Management. “In my long run of partnering with 1000’s of financial advisors over the years it just made sense to be a part of a business that I know has integrity, intelligence, and a strong work ethic. FIT Wealth Management was an easy decision.”, according to Bill.
After graduating with a bachelor’s degree in economics from the University of Plymouth State in New Hampshire, Bill set his sights on getting a job in Boston. It was there that he was able to obtain in NASD/FINRA license Series 7 & 63. That same opportunity got him to Chicago where he worked on La Salle Street as a Stockbroker.
Eventually Bill rejoined his good friend Brian in the front range of Colorado. He spent 10 years at OppenheimerFunds Inc., working as Controller in the fund accounting department and finishing out in the distribution arm of the firm as a regional sales representative and E-Wholesaler. He was an instrumental part of getting a hybrid desk started at the firm.
Most recently Bill spent 17 years at Ivy Investments. In that role he was able to raise over $4 billion in assets in the Four Corner’s territory for the firm. He aided in beating many of the stated goals the firm had set. During his tenure at Ivy Investments, he was awarded with many awards including the coveted Presidents Award and Ivy Cup which is bestowed to the person most appreciated by his or her colleagues.
Bill is a big history buff and loves book’s, movie’s, podcast’s and visiting sites dedicated to the subject. He also has the travel bug and he and his fiancé, Danielle, typically plan a trip outside of the country every other year. When not in Denver they also spend time at their homes in both Scottsdale and Cape Cod. Do not be surprised to see him at some of countries best live music destinations as well but Red Rocks is still his favorite.