At Bravias Financial, we firmly believe that having a comprehensive understanding of one’s financial situation is crucial for informed decision-making. We aim to educate our clients on the key financial challenges they may face both now and in retirement, including creating guaranteed lifetime income, protecting wealth in any economic climate, and managing risk. Once our clients have a better grasp of their financial situation, we provide guidance to help them find the solutions they need to achieve peace of mind.
The Bravias Financial team comprises a group of individuals with diverse specialties in the financial services industry. We work collaboratively to offer tailored solutions to help you grow and safeguard your wealth. Through comprehensive wealth planning, customized investment strategies, and risk management products, we possess the necessary expertise to help you reach your financial objectives.
Apart from conducting educational workshops and seminars, Rich is a frequent speaker at various organizations about wealth management and retirement readiness. He invests his time mentoring and educating other financial advisors across the country, sharing his philosophy and approach.
Rich and his firm remain entirely independent. “Bravias is not owned by a bank, brokerage firm or insurance company, and this independence allows us to work in a conflict-free environment and do what we feel is best for each client.” He founded Bravias Financial in 2008 to help guide investors on the path towards financial security. “As an independent wealth management firm, we represent our clients rather than any one particular company. This independence is vital in delivering objective advice.” Through the years, Rich has built a reputation helping people achieve a more meaningful financial future. His holistic approach to planning is designed to address all possible financial concerns and help clients truly achieve the financial future they imagine and deserve.
Katie traded a career in banking for one in property and casualty insurance. With Bravias Financial, Katie draws from her vast experience in small business and personal lines to help countless individuals find affordable insurance that meets their needs. Katie is skilled at matching customers with the ideal carrier through her exclusive insurance network, and her goal is to provide peace of mind for our clients.
With so many options available, the annuity market can be a bit overwhelming. Wesley’s primary focus is to assist in researching and selecting the best annuity products based on the client’s unique and individual needs – income, growth or both. With access to over 50 annuity carriers, and a multitude of different types of products, he is an integral part of the team in creating income plans, or positioning annuities inside of a client’s portfolio.
Jason was born and raised in Utah and has been in the life insurance business for over 21 years. He provides product support and specializes in case design, underwriting and case management, all while staying informed of industry changes and new product opportunities. Jason has a real passion for helping people and he strives every day to ensure that clients are consistently receiving top-of-the-line service and purchasing the appropriate coverage and product to best meet their insurance needs.
Alecia assists us by matching clients’ needs with the best Long Term Care insurance products on the market. She has always believed in the importance of education when it comes to planning for LTC and the effect it has on one’s financial and personal long-term goals. Alecia understands the significance that accuracy and customer service plays and you can often find her on the phone with a carrier discussing a new case, or just gaining more product knowledge.