Driven Investments LLC

Brigham Ballard is a financial advisor with Driven Investments LLC in Lehi, UT, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and The Schrub Care Company. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a combination of mutual funds, ETFs, equities, fixed income, and structured notes. The firm applies modern portfolio theory, fundamental, and technical analysis, and manages model portfolios while partnering with third-party advisers and custodians.

Sadie Sanches is a financial advisor at Driven Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Paragon Wealth Management and Utah Valley Dental Lab. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach with a high client-to-advisor ratio and integrates complex products such as structured notes and buffer ETFs.

Christian Williams is a financial advisor at Driven Investments LLC in Lehi, Utah, holding Series 63 and Series 65 registrations with nine years of industry experience. His prior work includes roles at Transamerica Financial Advisors, World Financial Group, and operating his own advisory business, Christian Williams MWF LLC. Driven Investments serves individual and high-net-worth clients with ongoing portfolio management and financial planning, combining modern portfolio theory, fundamental analysis, and technical analysis. The firm manages accounts on a discretionary basis and offers model portfolios and third-party manager options through partnerships, supporting a client base of over 1,100 individuals with a nine-advisor team.

Ivanna Velazco is a financial advisor at Driven Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Driven Investments, she worked at Serenity and spent four years with Waffle Love. She has also been involved with Skyridge High School and Utah Valley University since 2015. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach incorporating mutual funds, ETFs, equities, fixed income, and structured products, serving a high client load through a standardized service model.

Thomas Tuohy is a financial advisor with Driven Investments LLC in Lehi, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Driven Investments, Tuohy worked at RBC Capital Markets and Medtronic. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a mix of mutual funds, ETFs, equities, fixed income, and structured notes. The firm applies modern portfolio theory, fundamental and technical analysis, and manages model portfolios and third-party manager offerings.

Aaron Pugh is a financial advisor at Driven Investments LLC with 13 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Brooklight Place Securities, SJI Financial, GWN Securities, and Interactive Financial Advisors. Outside of advising, he is an insurance producer with Shelton Insurance. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach incorporating mutual funds, ETFs, equities, fixed income, and structured notes, and manages a high client load with a focus on standardized advisory services.

Joshua Weir is a financial advisor at Driven Investments LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Interactive Financial Advisors and Transamerica Financial Advisors. He is based in Lehi, Utah. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory. The firm serves a large client base with a model-driven approach and offers access to complex investment products and third-party advisory services.

Brock Payne is a financial advisor at Driven Investments LLC with Series 63 and Series 66 licenses and two years of industry experience. He previously held roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant varsity lacrosse coach at Westlake High School in Saratoga Springs, Utah. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, using a mix of mutual funds, ETFs, equities, fixed income, and structured notes. The firm generally manages accounts on a discretionary basis and employs a combination of modern portfolio theory, fundamental analysis, and technical analysis in portfolio construction.

Jack Holmes is a financial advisor at Driven Investments LLC with one year of industry experience. He previously worked at Michael Sutter Company for three years and has held roles outside the financial industry, including at Wasatch Golf Course. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach with a high client-to-advisor ratio and integrates a range of investment products including mutual funds, ETFs, equities, and structured notes.