John Brimhall is a Client Advisor with MRA Associates. In this role, he provides investment advisory and administrative services to institutional clients.
Prior to joining MRA Associates, John was the Client Service Coordinator at Paul Comstock Partners in Houston, providing wealth management and financial planning services to high net worth individuals and institutions. Earlier in his career, John worked in the audit practice of KPMG’s Houston office.
While completing the Masters of Accountancy program at the W.P. Carey School of Business at Arizona State University, John taught an introductory accounting class and received the John W. Teets Outstanding Teaching Assistant of the Year Award. The recipient is selected by students and honors teaching assistants who show enthusiasm for student success and subject matter, going above and beyond the requirements to provide their students with meaningful understanding. John also holds the Bachelor of Science degree in Accountancy from ASU where he graduated Summa Cum Laude.
John is a CFA® Charterholder, Certified Public Accountant, and CERTIFIED FINANCIAL PLANNER TM certificant.
An Arizona native, John resides in Phoenix with his wife and two daughters. In addition to spending time with family, he enjoys home renovation projects, visiting libraries, spending time on Lake Powell, and exploring the back roads of Arizona.
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A safe harbor is a provision in law that provides protection from liability under specific situations or if certain conditions are met. In an effort to encourage companies to offer retirement plans to their employees, the Internal Revenue Service (IRS) and Department of Labor (DOL) offer a number of safe harbor provisions to protect plan sponsors.
My daughter Olivia will be three years old in a few months. Currently, she’s in the dreaded, “why?” stage and it’s as every bit annoying as I thought it would be.
On April 9, 2019, Principal Financial Group (Principal) announced that it had reached an agreement to purchase Wells Fargo’s retirement plan recordkeeping business.