Brian is in his Element when he is finding ways to put clients first while using technology to improve efficiency behind the scenes. His passion for streamlining operations helps create a better experience for both clients and the advisory team. Brian holds the Accredited Portfolio Management Advisor (APMA™) and Certified Investment Management Analyst (CIMA®) designations, has earned the Series 65 license, and brings more than nine years of experience in investment operations and trading.
Brian Von Hein
Director of Operations
Brian@MyElementWealth.com
Brian grew up in Rhode Island before moving to New Mexico, where he earned a Bachelor of Business Administration from the University of New Mexico. Today he calls Florida home, where he enjoys spending time at the beach, taking his Jeep off the beaten path, and riding his motorcycle.