Brian Hanks, MBA, CFP®

Brian Hanks, MBA, CFP®

Born: Provo, UT. 1980.

Family: Wife, Natalie. Kids: Wesley, Sydney, Ruth, Claire.

Education & Accreditations:

  • B.S. Business Management, Brigham Young University
  • MBA, University of Michigan*

*Michigan’s MBA program is consistently ranked in the top 10 business programs in the country

Prior Professional Experience:

  • Goldman Sachs, Private Wealth Management
  • Bank of America
  • Cain Watters & Associates, LLP

Joined PFG: Nov 3, 2014.

What do you enjoy most about wealth management?

I love helping people see the connections between their goals, and their financial habits. I love listening to people describe their history with financial decisions, and how it is impacting their current decisions. Every client is so different, and their history offers the opportunity to teach principles that will help them live life to its fullest.

What do you love most about Practice Financial Group?

I have worked at several financial services firms, including the biggest and “best” in the world. Each one has ultimately disappointed me with their priorities. To varying degrees each chose to put their business needs ahead of their clients’ needs. Some of the stories I could tell would make you angry. I firmly believe that if you put the client’s needs first, the business will get taken care of. Practice Financial Group is the first company that I’ve seen that actually walks the walk, and puts clients ahead of self.

Other than to pay bills, why is PFG in business?

I want to make a difference in the world. PFG exists to help other people take whatever difference they were going to make without us, and amplify it. Make it bigger, better and more potent. In helping others achieve their goals, I feel good about making a difference in the world. Financial independence is the first, and most important, step for many. Others will go on to even bigger ways to change the world.

What do you do at PFG?

My primary role is to serve the needs of our clients, whatever those may be. I work a lot with doctors who are either buying a practice or starting one from scratch. These transitional experiences, although challenging because of the magnitude of the decisions we need to make, provide some of the best opportunities for real service and for us to make a big difference.

I also play a prominent role in our firm’s investment strategy and implementation for clients. I help ensure processes flow smoothly, client behaviors match best practices and the firm stays compliant with all applicable regulations. I truly love investments!

What professional accomplishments are you most proud of?

I’m most proud of the relationships I’ve built. Of course, I’m proud of the client relationships and results I obtained at Goldman Sachs and Bank of America. I’m also proud of the team I built at Bank of America. I managed eight high-performing sales people for a period of about two years and when I announced I was leaving the group, five were considered “ready” for promotion into my job and seven of the eight were in the top 10% of overall company results. Working with great people, and building great relationships and teams is something I always aspire to be proud of.

What strengths of yours make you suited for what you do?

Integrity – I have unyielding belief that if you do what’s best for the client, you’ll be better off in the long run. I also have a solid understanding of the capital markets and behavioral economics, and love to apply that to client’s investing strategies.

What are your interests outside of work?

I read like crazy. Usually 60-70 books a year. (If you have a favorite – let me know!). Friday night date nights with my beautiful wife, Natalie are fun. Crossfit, mountain biking and tennis are favorites as well. But it all takes a back seat to the four kids under 8 whom I wrestle and tickle whenever I can.

What personal accomplishments are you most proud of?

I’m proud of my mission to Moscow, Russia. I’m proud of my volunteer work with career counseling, resumes and mock interviews. I love that I have a pilot’s license, and the adventures my wife and I lived early in marriage. We lived in 9 cities in 9 years!

Nate WilliamsBrian Hanks, MBA, CFP®