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Jaeden May, CFP®, CPA, NSSA®

Wealth Advisor

Jaeden joined the team in 2018 and has loved working closely with clients to develop and execute financial plans. She strives to provide detailed service and tailor client experiences to meet their goals and values. She loves the clarity and peace of mind that financial planning brings.

Jaeden is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Certified Public Accountant (CPA), and holds the NSSA Certification. She is the only women in Utah to hold all three of these certifications. 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 strives to continue learning and improving herself to provide more value to her clients.

Utah Business Magazine recognized Jaeden as a 2023 30 Women to Watch. Utah Business Magazine shared that they consider this prestigious award to be “one of our most inspirational events of the year, this one celebrates women who are on their way to truly amazing things. These are our state’s next senators, CEOs, entrepreneurs, authors and arrivistes.” To read more about this award, visit https://www.utahbusiness.com/utah-business-30-women-to-watch-2023/

While watching her family grow their local business, Jaeden developed a love for Financial Planning. Jaeden now serves on the board of the of Women in Business of Cache Valley, an organization encouraging networking and scholarship funds for local women, and is a chamber ambassador for the Cache Valley Chamber of Commerce.

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