MBA, Chief Operating Officer
Brian joined Elevated Retirement Group in April 2015 as an Investment Advisor Representative. He plays a key role in compliance for Elevated Retirement Group where he is responsible for managing the execution and coordination of the compliance function. He also reviews new and pending laws and regulations, which potentially affect the business practices for the group. He holds an MBA focused in entrepreneurial and corporate finance with a bachelor’s degree in economics from Westminster College. He has over 15 years of experience in auditing, compliance, analytics and operations management.
Currently, Brian resides in Salt Lake City with his daughter and son. He enjoys watching them in junior golf and gymnastics. In his free time, Brian loves to golf and ski and tries to do both in the same day at least once a year – thanks Utah! He also enjoys traveling and learning about new places.