Brennon S Bowen MFPA, CFP®, AIF®, CPFA

Executive Vice President

Brennon has an exceptional breadth and depth of experience with several wealth management firms, including Fidelity Investments, Arista Wealth Management and Andina Family Offices. After double majoring in personal financial planning and accounting, Brennon returned to Utah Valley University where he is a master's student studying financial planning and analytics. He is passionate about helping clients from all walks of life reach their financial goals and create enduring family legacies.