We define Elevánt as people who want to elevate others and/or others who are elevated. It is our passion to raise, lift and inspire our clients through financial planning and quality advice as Financial Advisors with Waddell & Reed. We believe that the work that we do has the ability to impact generations and will do so as we assist our clients in maintaining proper perspective in their financial decision-making as they pursue their goals.
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.
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 Elevánt 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.