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Jaeden May, CFP®, CPA, NSSA®

Wealth Advisor

Jaeden joined the team in 2018 and loves working closely with clients to develop and execute financial plans. She strives to provide detailed service and tailor client experiences to meet individuals’ goals and values, and especially values the relationships that develop while working with clients. Jaeden loves to see the clarity and peace of mind that financial planning brings into their lives.

Jaeden is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Public Accountant (CPA), and holds the NSSA Certification. She received her bachelor’s and master’s degrees in accounting, with an emphasis in Personal Financial Planning from Utah State. During her time at Utah State, Jaeden served as Vice President of the Financial Planning Association, where she promoted the financial planning profession. She continues to learn and develop additional skills in order to provide more value to her clients.

Jaeden now serves on the Board of Women in Business in Cache Valley, an organization encouraging networking and scholarship funds for local women.

Jaeden and her husband enjoy traveling, concerts, true crime TV, and spending time with their dogs.