Meet the team
Brian Worley
CFP®, CPWA®
Senior Vice President, Wealth Advisor
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About Brian
For nearly three decades, Brian Worley has built his career around a passion for investments and a commitment to helping clients achieve their financial goals. His comprehensive knowledge across accounting, insurance, operations, management, and investments make him well-positioned to address the complex needs of high-net-worth individuals and families.
His approach combines deep technical knowledge with a focus on building lasting client relationships and delivering personalized service.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CPWA,” and “Certified Private Wealth Advisor.” Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER® (CFP®)
Certified Private Wealth Advisor (CPWA®)
Bachelor of Science, University of Utah
Up Close
- Lives in Park City with his wife, Shelley. They share three grown sons who are establishing their own careers and families.
- Maintains an appreciation for outdoor activities including skiing, hiking, and biking.
- Enjoys cooking and traveling, particularly camping adventures.
- Brought into the industry by a fascination with investments, motivated by client relationships and team collaboration.
contact your financial planning specialist
Brian Worley, CFP®, CPWA®
Senior Vice President, Wealth Advisor
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