Along with his genuine curiosity and passion for helping others, his customer service experience and education in the financial services industry has prepared him to best serve clients.

Helps families to align their resources with their life’s purpose and stay on track through thoughtful, long-term financial planning. She brings a disciplined, client-centered approach rooted in empathy, consistency, and care; qualities she attributes to both her upbringing and her years of musical study.

Finds the financial process rewarding because he gets to know his clients and their stories. Jake enjoys identifying strategies and solving complex problems to improve his clients’ financial situations.

With genuine care for others and a strategic approach, he helps entrepreneurs and families manage, grow, and transfer wealth across generations. Scott builds lasting relationships founded on trust to help clients navigate key milestones such as selling a business, reaching retirement, or passing on wealth to future generations.

Leads Lido’s private wealth management business in Salt Lake City, Utah, serving clients across the wealth spectrum throughout the United States. Brings together professionals with specialized expertise to collaborate across clients’ financial goals, including investments, taxes, legacy creation, estate planning, and liquidity management. Specializes in helping business owners navigate the personal side of liquidity events and is passionate about helping people find and fulfill their life’s purpose.