Brian helps clients manage and preserve their financial portfolio with a goal to create lifelong well-being. Brian understands the challenges we all face navigating the peaks and valleys of the markets and counsels clients on real world applications during all phases of financial planning. Brian began working with Cornerstone in May of 2004. He earned a bachelor’s degree in accounting and a master’s in business administration from the University of Utah. Brian has also earned his CERTIFIED FINANCIAL PLANNER™ professional certification. Brian resides in Farmington, UT with his wife and 4 children. He enjoys running and spending countless hours on the mountain bike with his kids.