Get to know Brian J. Ward

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Brian J. Ward

Investment Advisor Representative

With more than 16 years of experience in the financial services industry, Brian thoroughly enjoys helping his clients understand the advantages and disadvantages of every financial decision they make, as well as helping them create and execute financial plans. Before joining the family business, Brian owned a successful mortgage brokerage for 13 years.

Brian graduated from Utah Valley University with a bachelor’s degree in business administration. He is an Investment Advisor Representative and a licensed insurance agent.

Brian lives in Pleasant Grove with his wife and four children.