Brian K. Nelson, CFP®, ChFC®
Brian Nelson entered the financial services industry in 2000. He spent his first 5 years working with his father before joining a supervisory branch office in Salt Lake City. He supervised 35 Registered Representatives throughout the Intermountain West for ten years. Brian and his family made the move to Helena in 2016 to join Sullivan Financial Group and serve our client's investment and risk management needs.
Brian is married to Alisa, his high-school sweetheart, and they have four children. Brian enjoys mountain biking Helena's South Hills, hiking, Nordic skiing, camping, kayaking and being with family. He has enjoyed working with youth through the Boy Scouts of America programs. Brian obtained his Bachelor's Degree from Utah State University in Business Information Systems and continues to enjoy new technologies. Brian and Alisa enjoy Helena and are grateful to be part of the community.