Brian has spent his entire career in the financial services. He was the operating partner for a private equity group of investments held in Washington state, Director of Operations at a regional debt fund, and the Chief Financial officer of a large insurance agency.

Brian spent his early career in public accounting and the consulting of small to medium size businesses. He specialized in serving the public reporting companies in a wide range of industries. He spent two years in Washington, DC working for the Securities Exchange Commission (SEC). He has served on numerous advisory boards in the public and private sectors. He received his Bachelors Degree from Utah State University and his Masters Degree from University of Utah.

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Retirement Wealth Advisors

1086 Utah 193

Layton, UT 84040

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