Broker Check

Team

Brian J. Scott, CRPC®

Owner/Founder

(208) 732-7695

(208) 969-9968

brian@elevantwealth.com

Brian comes from an entrepreneurial background where he started and operated several successful 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.

Jordan Gentry

Retirement Plan Specialist

Sara Jacobia

Director of Client Service

2087366563

sara@elevantwealth.com

Sara is a born and raised Idaho girl who moved to the Magic Valley in 2007 with her husband and 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 immersed in a good book, working out, baking, enjoying the outdoors, and spending time with her family. 

Sherie Bedke

Project Integrity Specialist

sherie@elevantwealth.com