Jaeden May, Financial Planning Associate & Client Service Specialist

Jaeden is a Financial Planning Associate and Client Service Specialist at Adams Wealth Advisors. She works diligently with the planning team to prepare detailed and comprehensive financial plans. Additionally, Jaeden is trained to provide excellent operational support to clients. 

In 2019, Jaeden received a Bachelor’s degree in Accounting from Utah State. Amid the Corona-crisis, she completed her Master’s degree in Accounting with an emphasis in Personal Financial Planning. While in school, Jaeden has taken on leadership positions in the Financial Planning Association.  She served as Vice President of FPA, which provided her with the opportunity to promote and educate her peers about the financial planning profession. She also passed her CFP® exam, and is pursuing her CPA certification. Jaeden strives to continue learning and bettering herself to provide more value to her clients.  

Jaeden is from Millville, UT and has deep roots in Cache Valley. She enjoys skiing, golfing, and spending time with her husband, Carson. Jaeden’s passion for financial planning developed early in her life, while watching her family grow their small business.  

Getting to know clients is Jaeden’s favorite part of working at AWA. She loves helping clients build confidence and peace of mind through financial planning. 

We are grateful to have Jaeden as part of our team. She brings a great energy and passion for this industry, as well as excellent customer care!

Disclosure:

Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.