Financial Advisor in Salt Lake City, UT

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.

Supports the Salt Lake City team in delivering financial planning and investment management solutions to high-net-worth and ultra-high-net-worth clients. He is dedicated to helping clients achieve financial clarity and long-term success through disciplined strategy and thoughtful collaboration.

Kyle focuses on creating customized strategies around retirement planning, tax efficiency, and long-term wealth accumulation, always with the client’s bigger picture in mind.

Leads Lido’s Salt Lake City team and partners with colleagues on private wealth initiatives. Scott plays a key role in advancing the success of the firm’s custodial partner business throughout Utah.  With genuine care for others and a strategic approach, he helps entrepreneurs and families manage and plan for the growth and transfer of 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.