1238 East Timpanogos Highway
Lehi, UT 84043
Brian enjoys working closely with individuals and families to build personalized financial strategies designed to grow and protect their wealth. Brian's goal is to make complex financial decisions simple and empowering so his clients can feel completely confident about their financial future.
Brian's career in the financial services industry began in 2011. He has had the privilege of serving in various roles – from risk management at an institutional level to hands-on private wealth management. Brian specializes in comprehensive financial planning, tailored investment strategies, risk management, and tax planning. Whether you’re walking through retirement planning, stock plan solutions or daily budgeting, Brian takes a consultative approach focused on listening first then creating an actionable plan that aligns with your goals.
Apart from holding his securities licenses, Brian also has an MBA from Westminster College and a bachelor’s degree in economics from Brigham Young University. Outside of work, Brian loves spending time in the mountains with his family and making memories. He enjoys traveling to new locations as well as trying all the new food spots that Salt Lake City has to offer.