Narus Financial Partners, LLC

Trent Bowers is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Narus Financial Partners, LLC. He has been with Clearstone Capital Management since 2014. Narus Financial Partners is an SEC-registered advisory firm providing asset management, investment consulting, and financial planning to individuals, trusts, estates, and small businesses. The firm combines multiple analytical approaches and employs option strategies and margin borrowing in separately managed accounts, supported by a formal affiliation with a law firm that enhances compliance and referral capabilities.

Chase Redd is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT. He holds a Series 65 credential and has been with Narus Financial Partners since 2025. Prior to joining the firm, his work experience includes roles at Enterprise, Watkins Printing, and International Paper. Narus Financial Partners is a team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis in its investment approach and offers discretionary and non-discretionary management, employing strategies such as option-writing and margin transactions uncommon among peer firms.

Michael Robinson is a financial advisor with Narus Financial Partners, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014 and previously worked at Charles Schwab from 2008 to 2010. Outside of his advisory role, he performs administrative and back-office support for an insurance business run by his wife. Narus Financial Partners is an SEC-registered, team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines fundamental, qualitative, technical, and quantitative analysis to provide discretionary asset management, investment consulting, and written financial planning tailored to client objectives.

Jared Stubbs is a financial advisor at Narus Financial Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Creative Planning, Guardian Wealth Management, Charles Schwab, and Goldman Sachs. He has been with Narus Financial Partners since 2014. Narus Financial Partners is a team-based, SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm provides discretionary asset management, investment consulting, and written financial planning, using a combination of fundamental, qualitative, technical, and quantitative analysis along with both strategic and tactical asset-allocation approaches.

Landon Malo is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding a Series 65 designation with two years of industry experience. His prior roles include work at Vision Graphics and serving as a service missionary. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for about 200 clients, primarily individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines multiple analytic approaches in its investment process and employs both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.

Curtis Lamb is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at BlackSheep Investment Advisor, LLC and Charles Schwab. He serves on the board of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combined fundamental, qualitative, technical, and quantitative investment approach with both strategic and tactical asset allocation, offering discretionary and non-discretionary management, as well as employing derivatives and borrowing strategies in separately managed accounts.