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Jaeden May, CFP®, CPA, NSSA®

Wealth Advisor

Jaeden provides detailed service and tailored client experiences to clients, ensuring they meet their goals and values. Her focus is on building enduring relationships with clients.

Jaeden joined the team in 2018 and has extensive experience in comprehensive financial planning. She enjoys working closely with clients to develop and execute financial plans and loves the clarity and peace of mind that financial planning brings to her clients. She’s also a National Social Security Advisor Certificate holder. She specializes in Social Security planning and counsels her clients to maximize their benefits.

Jaeden is one of two women in Utah to have received both Financial Planning (CFP) and Tax (CPA) qualifications. She received both a Bachelor’s and Master’s degree 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 strives to continue learning and bettering herself to provide more value to her clients.

A passion for financial planning developed early in Jaeden’s life, while watching her family grow their small local business. She cares deeply about the community and strives to give back. She serves on the board of the Women in Business of Cache Valley, an organization encouraging networking and scholarship funds for local women.

Jaeden has deep roots in Cache Valley. She resides in Millville, UT with her husband, Carson. They enjoy traveling, concerts, true crime TV, and spending time with their dogs.