Utah Valley University, B.S. in Business Management, Summa Cum Laude
CERTIFIED FINANCIAL PLANNER™
After earning his business degree at Utah Valley University, Brian chose to become a financial advisor because of the powerful impact for good that sound financial planning can have on people’s lives. He has provided financial planning services for clients for over a decade and receives great satisfaction from helping his clients create and implement financial plans that meet their unique needs. Brian earned his CFP® designation in 2015 and strives to continually educate himself and improve planning strategies as the industry continues to change and evolve for the better. Brian is a Vice President and loves the independent, fee-only, holistic approach he is able to provide at EPWA. Brian and his wife Whitney are parents of four boys, Hazen, Dash, Eli, and Finn. Brian enjoys all kind of sports, trying new things, playing the drums and spending quality time with his family.
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