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Jace C
Verified by Warmer
CFP®, Series 65
Smithfield, UT
Backbone Planning Partners LLC
Jace Cox is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Backbone Planning Partners LLC and previously worked at Adams Wealth Management, LLC and The Financial Insight Center. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages discretionary portfolios using a range of investment vehicles and integrates business strategic and succession planning into its multi-year client engagements.
Austin P
CFP®, Series 63
Las Vegas, NV
Backbone Planning Partners LLC
Austin Peterson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Backbone Planning Partners LLC. His previous experience includes roles at Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory work, he hosts a radio show and owns a mattress and furniture surplus business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and succession planning, managing client portfolios across various asset classes on a discretionary basis.
Landon M
Series 66
Boise, ID
Backbone Planning Partners LLC
Landon Mance is a financial advisor at Backbone Planning Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, Mance co-hosts a radio show called Tycoons of SmallBiz and manages a tree service business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and business succession planning, managing client accounts with individualized investment policies across a range of asset classes.
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