Specializing in customized wealth management and retirement income planning strategies, JD has over fifteen years of experience in financial services, working with high net worth individuals, families, and corporations. He’s skilled at working with his clients to assess their needs and deliver tailored financial solutions. JD has a passion for his profession and loves connecting with his clients on a personal level that is evident to everyone he meets.
Prior to coming to Foresight, JD was a partner and integral member of a private wealth management group in Salt Lake City. He joined Foresight because of the opportunity to provide high quality financial services for his diverse group of clients. In his role at Foresight as a partner and wealth advisor, JD’s goal is to provide his clients with the highest level of customer service and dedicate his resources to meet their needs and earn their trust.
JD is a graduate of Brigham Young University and holds the Retirement Income Certified Professional designation from the American College. JD lives in the Salt Lake valley with his wife and three children where he enjoys all the amazing things Utah has to offer, particularly snow and water skiing. He is fluent in Portuguese.