Brian Slade joined Progressive Planning in 2010 bringing more than a decade of wealth management experience to individuals and business owners seeking asset accumulation, asset protection, insurance and income distribution strategies. He focuses on helping clients reach specific financial goals through a comprehensive approach to wealth planning that helps to ensure client investment assets are closely monitored for potential impact from changing economic and market conditions, as well as changes in individual client circumstances. He recommends and aligns wealth planning strategies based on each client’s individual needs and objectives.
Brian holds his Series 6, 7, 63 and 66 securities registrations with LPL Financial and has his Life, Health, and Accident Insurance License. In 2002 and 2003 he was recognized by The MONY Group (now a wholly owned subsidiary of AXA Equitable) as a member of the MONY Top Club.
He received his Bachelor of Science in Finance from the University of Utah and resides in Riverton, Utah with his wife Pam and their four children: Alexis, Kaitlyn, Bridger and Ayden.
An Eagle Scout, Brian is a volunteer merit badge councilor and advisor for the Boy Scouts of America and remains politically active in his community. He is a former Utah State GOP Delegate and the current Precinct Chair and County Delegate for the Republican Party.
When he’s not working or serving the community, Brian likes to read and spend time learning about history. He is an avid golfer and hiker and enjoys camping outdoors. He has also spent many years watching and coaching his children in basketball, fast pitch softball and baseball. He particularly enjoys gardening and landscaping for the immediate sense of accomplishment these activities generate.