Top financial advisors working with technology professionals in Orem, UT

Tammy Johns is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses a fiduciary approach with risk-based model allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Joseph Adair is a CFP® with six years of industry experience currently serving at Exponent Wealth LLC. He previously worked at Diversify Wealth Management, Caliber Wealth Management, and other firms. Joseph’s background includes roles at both financial advisory firms and corporate positions. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and serves primarily founder and executive clients in real estate, venture capital, and private equity.

Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

I love all the cool and creative things that people are doing on the internet. One of my favorite things to do is spend time with my kids seeing what interesting and unique things people are doing online as influencers and content creators. As a Financial Advisor by training I knew that the career path of an online influencer or content creator was not like the traditional career path. After 9 years working and studying all things Financial Planning I decided to break out of the world of large investment houses and become a fully independent Personal Financial Advisor. I knew I could help online influencers and content creators with their unique challenges and situations. I knew I could help them live their life how they want and aligning their money with their dreams. Utilizing an academic and evidence based approach to investing and money management I am able to help ensure a prosperous and fulfilling life for all those that I work with. I’d love to get to know you and where you want to go in life. Don’t hesitate to schedule a free consultation where we can get acquainted and discover what we can do together!

Colby Wight is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with CoreCap Advisors since 2015. Outside of his advisory role, he works as a DoorDash delivery driver. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning for individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Arron Thompson is a CFP® certified financial advisor with five years of industry experience, currently practicing at Edward Jones in Pittsburgh, PA. His prior work history includes two years at Alliance Rx Walgreens Prime and five years of service in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Zack Gutches is a CFP® professional with five years of industry experience. He is the principal at True Riches Financial Planning, an independent firm based in Denver, CO. His career includes roles at Brighton Jones, Deloitte & Touche LLP, and LearnLux, where he currently provides financial well-being consulting to workplace participants. He also offers tax preparation services to clients of his firm. True Riches Financial Planning serves individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management, functioning as a “Personal CFO.” The firm implements tailored financial plans and portfolios using a mix of passive and active strategies, including socially responsible options and direct-indexing, and provides tax preparation services as an affiliated business.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Sawyer Sams is a financial advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. He and his team focus on developing personalized wealth strategies that leverage Merrill's investment and planning resources along with Bank of America's banking and lending capabilities. Their services encompass family wealth management, legacy planning, retirement planning, philanthropic planning, and portfolio management for clients across multiple states. Before joining Merrill, Sawyer gained experience at a smaller wealth and investment management firm in Charlotte, NC, where he led the investment committee and managed asset allocation and trading activities. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Sawyer graduated from Furman University with a bachelor's degree in economics. Sawyer resides in Johnson City, TN, and is active in his community through involvement with First Christian Church and the Milligan University CFA Research Team. Outside of work, he enjoys basketball, cooking, football, pickleball, and spending time with his family.