Director of Private Client Group & Wealth Advisory Services
Creating Income & Growth Opportunities with Real Estate Investments
I help successful business owners and entrepreneurs including doctors & attorneys, real estate investors, corporate executives, top sales performers in their industry and especially people who are growing & selling successful businesses be able to directly access wealth building strategies previously only available to institutions & the mega wealthy.
Caliber: The Wealth Development Company is an Inc 500/5000 company for 4 years in a row, Brion is the Director of Private Client Group where his primarily role is to drive revenue and profitability to all business units and increase shareholder value for their investors. Caliber uses a private equity structure to offer access to an asset class that comprises nearly 20% of the US yet is almost exclusively limited to institutional investors.
As a founding member of the operations and management team of the world-class boutique Royal Palms Resort and Spa in sunny Phoenix, Arizona, Brion honed his customer service and management skills to now be able to enable Caliber Hospitality to become a first class owner/operator of full service, limited service and boutique hotels.
Caliber Tax Advantaged Opportunity Zone Fund, LP
A Fund capitalizing on recently approved state opportunity zones to offer additional tax incentives for investments in low-income markets.
Caliber Diversified Opportunity Fund II, LP
An ideal structure to gain access to directly investing in a hand-selected, diversified portfolio of commercial, multi-family, self-storage, and hospitality properties.
Caliber Fixed Income Fund III, LP
Lend privately, secured with trust deeds and preferred equity, on a portfolio of residential and commercial assets while maintaining complete control of your investment.
Calliber, collaborated with successful serial entrepreneurs to start and build an entrepreneurial community called Eliances: Where Entrepreneurs Align. We deliver the resources that all business owner needs to go from an idea to a growing, profitable company by bringing together the people, processes and connections required to be a thriving business.