Credentials matter — you'll find plenty below. But you're trusting people, not letters. Here's who we are when the spreadsheets are closed.
Gardner took the handoff from his father in 1994 and has spent three decades proving the old-fashioned idea that an advisor should know your family, not just your accounts. Clients who met him in their twenties now bring their kids in.
Brian holds about every planning credential worth holding — and none of them are the first thing clients mention. They mention that he explains things straight, that he calls back, and that he's usually just come off a mountain bike trail somewhere in the Wasatch.
Bring the question that’s been on your mind. We’ll bring straight answers.
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DRAFT — Forbes Best-in-State rankings by SHOOK Research, based on data from the periods shown; awarded while the team was affiliated with its prior firm. Neither Forbes nor SHOOK Research receives compensation in exchange for rankings. Rankings are not indicative of future performance or investment success. Badge display and wording pending LPL Marketing Regulatory Review.