John is a seasoned investment manager and financial advisor with over 20 years of experience, dedicated to serving high net worth individuals and families. Beginning his career in banking, he found his true passion in helping discerning clients secure their wealth, achieve financial independence, and create lasting legacies through tailored financial strategies.

Known for his professionalism and trustworthiness, John specializes in retirement planning, wealth preservation, and multi-generational strategies, designing personalized portfolios that safeguard and grow substantial assets. With a client-first approach, he empowers his clients with the knowledge and confidence to navigate complex financial decisions, building enduring relationships to support their goals and aspirations.

As a Wealth Management Advisor, Tom combines expertise in managing high net worth estates with a genuine passion for guiding clients from all walks of life. His philosophy in retirement and estate planning is centered on creating tailored strategies that accommodate the needs of those with substantial assets and those building their financial foundation. Tom believes that everyone deserves a pathway to a comfortable and meaningful retirement, aligned with their unique lifestyles and values.

Living in Murray, UT, with his wife and daughter, Tom's own life is a testament to the value of family and the diverse financial goals that come with it. He understands that financial planning is deeply personal, whether it's safeguarding a family legacy or laying the groundwork for future generations. Tom ensures your financial plan is a quiet powerhouse in the background of your life, giving you the luxury to focus less on your financial security and legacy, and more on the passions, people, and pursuits that make life meaningful.