About Me

Hi, I'm Gavin! I'm so grateful you are here!

One of my main focuses in life is in my studies as a Personal Financial Planning student at Utah Valley University. My journey has led me to exactly where I need to be, but at times felt a bit up and down, long, and winding much like the Kentucky roads I lived on for a couple years. While there I believe my passion for helping people attain hope and peace of mind grew. I spent every day facilitating discussions with diverse individuals and families, learning how to listen deeply, build trust, and help them set goals to better their lives. My time there taught me that there is a huge lack of financial understanding and fear in the world. Since returning to school, I explored multiple industries and gained valuable social and problem‑solving skills, yet found that helping clients with their finances is ultimately what I truly want and need to do!

I have an innate passion for teaching and guiding people and have found that these skills are necessary when someone is navigating money issues. In my studies, I recently developed a comprehensive 12-step financial plan for the IARFC case study competition and learned a lot while doing so. While I look forward to working with all types of clients to help them with retirement planning, investments, and tax planning, I get most excited when I think of helping the "average Joe and Sally" who feel overwhelmed by the complexities of finances. My goal is to help them feel burden-free and financially enlightened!

Thank you for checking out my page, feel free to explore!