Clayton Johnson

Manager

Department: Tax, Wealth Management

Area of Focus: Business owners seeking ways to build their wealth and reduce their taxes. Tech professionals & executives trying to maximize the after-tax return on their RSUs and other forms of equity compensation. Individuals and families seeking guidance on the financial and emotional complexities of preparing for retirement. High-Net-Worth families seeking to preserve their wealth and establish a legacy.

Industry Specialties: Technology Professionals

Profile:

Clayton is passionate about helping others navigate complex financial and life decisions to achieve peace of mind and live the life they want now and in the future.

Education and Certifications:

Bachelor of Science in Business Management, BYU
CERTIFIED FINANCIAL PLANNER™

Affiliations:

Utah Valley Estate Planning Council
Financial Planning Association – Utah Chapter
National Association of Personal Financial Advisors (NAPFA)

About:

Outside of work he enjoys playing and coaching volleyball, backpacking with his wife, and helping his three daughters get into as much trouble as possible.