With over two decades of experience in financial services, JD is a seasoned professional specializing in customized wealth management and retirement income planning. Throughout his career, he has worked closely with high-net-worth individuals, families, and corporations, delivering tailored financial solutions that meet the unique needs of his clients.
JD’s passion for his profession is evident in his approach to connecting with clients on a personal level. As a wealth advisor, his primary goal is to provide the highest level of customer service, dedicating his resources to meet clients’ needs and earn their trust.
Prior to joining Atlas, JD played a pivotal role as a partner in a private wealth management group in Salt Lake City. He holds a BS degree from Brigham Young University.
Residing in the Salt Lake Valley with his wife and three children, JD takes full advantage of Utah’s offerings. He particularly enjoys engaging in activities like snow and water skiing and hiking, embracing the diverse outdoor experiences the region provides.
Contact Information:
email | [email protected]
phone | (801) 281-3411
