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Sarah C

Series 65

Bountiful, UT

Able & Strong Advisors, Inc.

Sarah Cox is a financial advisor with Able & Strong Advisors, Inc. She holds a Series 65 designation and has five years of industry experience. She is also the president of Imagine Personal Finance LLC, a financial coaching practice unrelated to investment advising. Able & Strong Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, endowments, and foundations. The firm employs a proprietary Path Management process to adjust portfolio exposures based on market metrics and fundamental analysis, offering both discretionary and non-discretionary management across several managed portfolios.

Retirement income strategy Income planning Wealth management
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Kent M

CFA®, Series 65

Bountiful, UT

Able & Strong Advisors, Inc.

Kent Misener is a CFA® charterholder with 21 years of industry experience. He has worked at Able & Strong Advisors, Inc. since 2018 and previously spent 15 years at Verapath Global Investing, LLC. He also has a long-standing affiliation with Intermountain Healthcare dating back to 1997. Mr. Misener serves as an independent trustee on the boards of several mutual funds, including the Longleaf Partners series, FS MVP private equity fund, and KMV private debt fund. Able & Strong Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs its internally developed Path Management framework, which uses market-verification metrics to guide asset allocation and focuses on securities trading below estimated intrinsic value with multi-year holding periods.

Retirement income strategy Income planning Wealth management
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Gregory M

Series 65

Bountiful, UT

Able & Strong Advisors, Inc.

Gregory Misener is a financial advisor with Able & Strong Advisors, Inc., holding a Series 65 designation and 20 years of industry experience. He has been with Able & Strong Advisors since 2018 and serves as president of Able & Strong Law, Inc., a law firm providing legal services for individuals with disabilities and their families. Prior to this, he worked at Verapath Global Investing, LLC for 15 years. Able & Strong Advisors offers investment advisory and financial planning services to individuals, institutions, pension plans, endowments, and pooled investment vehicles. The firm employs a proprietary Path Management process to adjust asset exposure based on market-verification metrics and uses fundamental analysis for security selection.

Retirement income strategy Income planning Wealth management
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