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 has provided financial planning services since 2010. He graduated summa cum laude from Utah Valley University with a B.S. in Business Management and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015.
His approach is collaborative and practical. He helps clients create and implement clear action plans that fit their lives. He believes consistency and accountability drive lasting progress.
He and his wife, Whitney, have five children. He enjoys sports, concerts, and time with family.