Brigham Montez

Brigham Montez

Financial Advisor

Equipped with a bachelor’s degree in finance and a minor in Financial Planning from BYUI, Brigham steps into the financial services arena with a steadfast commitment to putting clients first. Despite being at the outset of his career, he approaches each client interaction with empathy, integrity, and a genuine desire to help them succeed. Having successfully passed rigorous industry exams including the SIE, Series 7, Series 66, and Life & Health Licenses, he brings a solid foundation of knowledge and expertise to every client interaction.

Brigham prioritizes building strong, trusting relationships with his clients above all else. He believes that understanding his clients' needs, goals, and concerns is paramount to delivering effective financial guidance.

With a focus on transparency and open communication, Brigham ensures that his clients feel empowered and informed every step of the way. He takes the time to listen attentively, educate thoroughly, and collaborate closely with each client to develop personalized financial strategies that align with their unique circumstances and goals.

Brigham deeply values the trust placed in him by his clients and is committed to always acting in their best interests. He understands that his clients' financial well-being is crucial, and he strives to exceed expectations in delivering tailored plan that help them pursue their long-term goals.

Outside of his professional pursuits, Brigham enjoys a variety of interests including weightlifting, basketball, spending time at the lake, golfing, and cherishing moments with his family. These activities not only provide him with relaxation and rejuvenation but also reflect his commitment to maintaining a balanced and fulfilling lifestyle.

Contact Brigham today to experience personalized financial guidance centered on your needs and aspirations.