Brian Wilde, CFP®

Vice President, Advisor, Partner

Logan, Utah

Contact Brian

Brian helps clients build plans that support meaningful life goals. He serves individuals and families seeking clear guidance and coordinated decision-making. He values the impact that thoughtful planning can have on a client’s life.
Brian has provided financial planning services since 2010. He graduated summa cum laude from Utah Valley University with a B.S. in Business Management. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015. His work reflects a long-term commitment to independent, holistic planning.
Brian’s approach is collaborative and practical. He helps clients create and implement clear action plans that fit their lives. He believes consistent planning and accountability drive lasting progress.
Brian and his wife, Whitney, have five children. He enjoys sports, concerts, trying new things, and quality time with family. Busy family life keeps him grounded and energized.