Our Team

Brian comes from an entrepreneurial background where he started and operated several independent business ventures. He maintains a passion for and enjoys helping others plan and prepare for their financial futures. After earning a Bachelor’s degree from Brigham Young University, Brian began his career in Salt Lake City with MassMutual Financial Group and later joined Waddell & Reed as an independent financial advisor in 2015. He founded Elevánt Wealth in 2018 to market his growing team to the public in a way that defined his unique passion and process for comprehensive and collaborative financial planning.

Brian and his wife Liz have 4 cute and energetic kids: Braden, Paxton, Suede and Izabel. Brian enjoys spending time with his family, golfing, being active in the outdoors and serving in the community.

Dan started his career in the financial services industry in 1994 and has earned his Certified Financial Planner™ certification.  Dan is currently Owner/Partner at Elevant Wealth where his focus is to provide comprehensive financial planning and wealth management services to his clients.  Providing financial solutions through a holistic and individual approach allows Dan to focus on what is in the  interest of each client.

Growing up in the Magic Valley has provided great opportunities to learn the importance of hard work and a strong desire to give back to his community.  He has served in many capacities with the Boy Scouts of America, Chairman of the Twin Falls School Board, volunteer with his church and is currently a member of the Optimist Club of Twin Falls. 

Dan and his wife Tammy have four children and 13 grandchildren.  He loves going on adventures with the kids and grandkids.  Hiking, camping, and enjoying the outdoors are family favorites.

Dan received his Bachelors of Science in Accounting from the University of Utah.

Jordan started his career in the financial service industry in 2019. Before making the switch, he worked at the Idaho Small Business Development Center, where he consulted both start-ups and expanding businesses. Jordan has a passion for charitable giving and volunteers on a variety of different non-profit boards. His work and connections within the community, due to growing up in the Magic Valley, makes Jordan a great asset to Elevánt Wealth.  Recognizing that every business and individual are unique, Jordan seeks to simplify the process of retirement planning while making specific recommendations to help clients navigate their financial journey.

When Jordan is not helping businesses with their retirement plans, he enjoys spending time on the golf course with friends and family. He also loves traveling with his wife Korbie, and relaxing at home with his dogs.

Sara is a born and raised Idaho girl who moved to the Magic Valley in 2007 with her husband, Jason and their four children. After several years at home raising her family, she received her degree from BYU-Idaho and began working with Brian Scott in 2017.  Sara is fueled by creativity and has a passion for organization as she strives to enhance the client experience with her attention to detail and personal skills. In her spare time, you can find her taking pictures, baking, immersed in a good book, working out, enjoying the outdoors, and spending time with her family. 

Cindy started her career in the financial industry in 1994.  She worked for Piper Jaffray and then US Bank where she was the sales assistant for hundreds of representatives over a 28-year period. While there, she earned several customer service awards and became a vital part of the business.  With a passion for volunteer work and giving back the community, Cindy was a foster parent for several years where she welcomed 35 foster children into her home.  She loves working with people and with an emphasis on excellent customer service, is currently the director of new business at Elevánt Wealth.

Cindy has raised her three children in the Magic Valley and has 5 grandchildren that she loves to spoil. She also has two fur babies that she also loves to spoil.  In her free time, she enjoys traveling, camping, kayaking and spending time in the outdoors in general.

Brianne was born and raised in the Magic Valley. After earning her bachelor's degree in Biology and working in the medical field for several years, she decided to venture into customer service and marketing. As the Director of First Impressions, she seeks to create a warm and welcoming environment for clients at Elevánt Wealth due to her friendly demeanor and attention to detail. Brianne recently married the love of her life, Yates. Together they have two daughters and two sons. They enjoy playing games, watching movies and traveling.

Sherie has lived in Idaho since 2010 and has planted her roots in the Magic Valley with her husband, Blake, and their four undisputedly darling kids. She received her education from BYU-Idaho, and has a zeal for financial planning, bookkeeping, and helping businesses run more efficiently. In her personal time, you can often find Sherie dissecting her family finances to optimize financial decision making. This is something she actually does for fun, and her husband has lovingly nicknamed her “Number Cruncher.” Her personal appetite for financial security makes her a powerful asset to the Elevánt team. Sherie finds great joy in family living, baking, and being outdoors, preferably in her cowgirl boots.

Martha was born and raised in Idaho and has lived most of her life here with her husband, Dave.  She received her bachelor’s degree in communications from BYU and following her schooling spent several years at home with their children.  As the children grew, she went back to work and has 20+ years’ experience working in various office settings.  Her experiences bring organizational skills and experience to Elevánt Wealth.Martha and her husband raised their four children in Twin Falls and now have 17 adorable grandchildren.  She enjoys family activities with her kids and grandkids, outdoor adventures, a good book, gardening, and time with her horses.