Money Concepts Financial Planning Centre

Brian is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Julie Steinman, CFP® and Kelly Woodward, Brian is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition to his wealth management advisory work, Brian has over 15 years of experience in the investment and financial services industry spanning equity research, commercial real estate private equity, and fixed income management. Prior to joining Robertson Stephens, Brian was a Senior Financial Associate for RBC Wealth Management in Eagle, Idaho where he led portfolio trading operations, investment strategy, and institutional client relationships for a HNW advisor team. Previously, Brian was a research analyst for a west-coast boutique investment bank covering the metals and mining sector. Brian is a CFA® Charterholder and earned his BS in Finance and Business Economics from the University of Idaho. Brian is a member of the CFA Institute and CFA Society of Idaho as well as serves as a board member of The Learning Lab in Boise, Idaho. Brian lives in Idaho with his wife and two sons where he enjoys spending time with his family, fly fishing, golf, and other outdoor sports.

Vitality Wealth is an independent, fee-only advisory firm based in Meridian, ID, dedicated to serving families across the United States with a high-touch, personalized approach to financial planning. The firm specializes in helping clients, including doctors, dentists, small business owners, and dual-income professionals, navigate their complex financial lives with tailored strategies designed to align financial decisions with what matters most. Offering a range of services that include financial planning, investment management, and tax strategy, Vitality Wealth focuses on creating actionable plans to support clients at various stages of their financial journey. Their proven process involves a comprehensive review of financial goals, collaborative development of tailored strategies, and ongoing partnerships to ensure clients remain on track as their lives evolve. Generated from the website

Our mission is to provide our clients with plans for financial independence which will give them confidence and peace of mind as they work toward personal and family goals. We take a planning approach in our process...