Office: (208) 732-7695
Cell: (208) 251-3512
Fax: (208) 969-9968
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.
Cell: (208) 731-1001
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 10 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.
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 associate degree from BYU-Idaho and began working with Brian Scott in 2017. Sara is fueled by creativity and has a passion for organization and strives to enhance the client experience with her attention to detail and personal skills. In her spare time, you can find her taking pictures, immersed in a good book, working out, enjoying the outdoors, and spending time with her family.
Jessi is an Idaho native and was born and raised in southeast Idaho. She has been in the Magic Valley for seven years. Jessi is finishing her Bachelor's in Business at Boise State University, all while balancing family and work. Jessi and her husband, Travis, have three children and enjoy being in the mountains with technology out of reach. When not at work or studying, Jessi stays involved in her kid's schools. She can be found at her daughter's cheerleading events or heading up a teacher appreciation luncheon. Jessi is passionate about life and relationships of all kinds. Rarely will you catch her without a smile on her face.
Sherie has lived in Idaho since 2010 and has planted her roots in the Magic Valley with her husband, Blake, and their three 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 in order 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.
Sara, Jessi and Sherie act as non-registered associated persons of Waddell & Reed, Inc. They are authorized to assist Advisors with Waddell & Reed with approved activities. They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) they support. In addition, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced.