Mountain State Financial Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Mountain State Financial Advisors
Team photo for Mountain State Financial Advisors

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Advisors

Advisor photo for Brian Floyd

Brian Floyd

MS, CFP®, CRPC, APMA®, MPAS

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Brian Floyd's website
Advisor photo for Marc Arnold

Marc Arnold

CFP®, CLU®, ChFC®, CMFC, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Marc Arnold's website
Advisor photo for Jacob Verno

Jacob Verno

CRPC

Financial Advisor

Visit Jacob Verno's website


Team

Lori Cale

Lori Cale

Administrative Assistant

Lisa Miser

Lisa Miser

Administrative Assistant

Joy Shouldis

Joy Shouldis

Administrative Assistant