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Jace Cox, CFP®

Financial Planning Specialist

Jace is responsible for working with clients to help them develop financial plans that help them meet their financial goals. He loves connecting with new people and building lasting relationships with all the firm’s great clients.

Jace holds the CERTIFIED FINANCIAL PLANNER™ designation, and is a graduate of Utah State University, where he received Bachelors’ degrees in both Finance and Economics, with a minor in Personal Financial Planning. While attending Utah State, he participated in the Financial Planning Association as the President and as a Club Officer.

Jace grew up in Ephraim, UT. His family has roots in Cache Valley and being a True Blooded Aggie himself, he decided to attend Utah State. He met his wife, Becca, while attending USU. Becca grew up in Cache Valley and currently teaches 3rd grade. Jace loves being outdoors, especially in the mountains. He enjoys supporting USU and local high school athletics and is always up for a game of pickleball!

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