Brian Stoker

Senior Wealth Advisor

Brian Stoker is the Senior Wealth Advisor for our Utah office. Brian specializes in Retirement and Income Planning, Social Security Strategies, Investment Advice and Maximizing Pension Benefits. As a Fiduciary he is committed to maintaining the highest standards of integrity and developing lasting relationships with his clients. He takes great pride in providing thorough information and a personalized plan to help meet his clients’ objectives.

Brian graduated from Utah State University with a Bachelor of Science degree in Finance and Accounting. Brian has been happily married since 2003 and resides in Salt Lake City with his beautiful wife and four children. Brian loves living in Utah and enjoys all the outdoor activities that Utah provides.