Brian comes from an entrepreneurial background where he has started, operated, and successfully sold several independent business ventures. He maintains a passion for and enjoys helping Elevant clients manage the complexities of their wealth in a way that aligns with their values. After earning a Bachelor’s degree from Brigham Young University, Brian began his financial planning career in Salt Lake City with MassMutual Financial Group in 2011 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 earned and maintains his Chartered Retirement Planning Counselor (CRPC®) designation from the College for 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, racing triathlons and marathons, being active in the outdoors, and serving in the community.