Associate Wealth Advisor
MJ is an Associate Wealth Advisor for the firm and has 2 years of experience in the financial services industry. Prior to joining the firm, he worked for an RIA in Salt Lake City helping to manage a $100M book of business. In his role, MJ supports the advisors in managing client portfolios and onboarding new clients, while managing the advisory analyst team. MJ graduated from BYU, Provo with a Bachelor of Science in Accounting. He and his wife live in San Juan Capistrano, CA, and in his free time, MJ enjoys traveling, spending time in his garden, and playing sports.