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About Us
A Team Defined by Discipline and Purpose

About
Where Intention Meets Execution

We built this firm on the belief that successful financial planning requires more than good intentions — it requires structure, discipline, and an unwavering focus on the details. Every strategy we develop begins with a deep understanding of our client's financial picture, risk tolerance, and long-term objectives. We don't take shortcuts, and we don't offer cookie-cutter strategies. Our clients work with us because they want a team that treats their goals with the same rigor they would. That's the standard we hold ourselves to, and it's the reason our practice continues to grow through client referrals.

Welcome to Our New Chapter
Bigger, Stronger, and Better For You

We’re excited to announce that Massow Wealth Strategies and Brimhall Financial are merging to form a larger, more dynamic practice—supported by LPL Financial, one of the nation’s leading independent broker-dealers.

This merger isn’t just a combination of names—it’s a commitment to giving our clients robust resources, expertise, and service in the industry. Together, we’re stronger, smarter, and better equipped to help you pursue your financial goals.

Why This Matters to You

  • Expanded Expertise: With decades of combined experience, Dan and Jay bring a wealth of knowledge to guide your financial journey.
  • Enhanced Resources: Partnering with LPL Financial means access to dynamic technology, research, financial planning, and investment strategies.
  • Stronger Support: A dedicated team of professionals strives to ensure every detail of your financial plan is managed efficiently.

Our Commitment to You

While our name is evolving, our commitment remains the same: to provide personalized, dedicated guidance tailored to your unique financial goals. You’ll continue to work with the advisors you know and value —now with an even stronger team behind you.

Looking Ahead

Our partnership with LPL Financial opens doors to new opportunities, along with the products and services we are accustomed to. We’re committed to staying on the cutting edge of financial planning so that you can focus on what matters most—your life, your goals, and your legacy.

Stay tuned for updates as we finalize our merger. In the meantime, you can continue to reach us at your current contacts, and we look forward to introducing you to the enhanced resources and support we’ll now offer.

Your Next Steps

  • Explore our new team and services
  • Schedule a personal consultation with Dan or Jay
  • Learn how our partnership with LPL Financial can benefit your financial plan
  • Why does working with a CFP matter – https://www.youtube.com/watch?v=uUwTgjviBCo
  • What is AIF® (Accredited Investment Fiduciary)- Together, we’re ready to help you navigate your financial future—bigger, stronger, and better than ever. see FAQ’s for more information about AIF® . 

Meet The Team
The Professionals Behind Your Strategy

Together, our team combines decades of experience with a goal to deliver smarter strategies, stronger results, and personalized attention you can rely on.

Jay Massow

Jay Massow CFP®, AIF®

Financial Advisor / Owner and President of Massow Wealth Strategies Inc.

Dan Brimhall

Dan L. Brimhall

Wealth Manager/Financial Advisor

Mason Massow

Mason Massow CFP®

Financial Planning Assistant

Daniel Massow

Daniel Massow CFP®

Financial Planning Assistant

Victoria Dolinich

Lead Client Service Associate

Carter Squires

Carter Squires

Client Services Associate and Wealth Manager Assistant

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan