Independent. Fee Only.
Your money is too important to be left to computer programs and bots. Your success comes from the professional guidance of experienced advisors with your best interest at heart.
Use this form or call to schedule your free, no-obligation consultation today.
Call Us Now
299 South Main Street Suite 1300
Salt Lake City, UT 84111
Our goal is to build an investment portfolio that works for you. Our philosophy focuses on time-tested and award-winning concepts of asset allocation and diversification. Contact us for a no-obligation review of your current portfolio.
Have you ever tried to get somewhere without knowing what you may need ahead of time? It’s very difficult to know what type of investment portfolio may be right for you if you don’t know where you hope to end up. Call us to get started.
Estate & Legacy Planning
As life events happen, it’s more important than ever to have an estate plan in place. We are not estate planners or tax advisors, but with our knowledge, we can help direct you to how to build a solid plan for your estate.
Retirement & 401k Planning
Maximizing retirement savings is essential in building your wealth. We will help you determine which retirement plan best fits your needs. Also, don’t let that old 401k stay where you no longer work. Talk with us about getting it all together.
Life After Divorce
Our team of experts can help you pick up the financial pieces following a divorce and help you get back in the driver’s seat in taking control of your wealth.
Our passion is great service. If you need something that you feel will help you be more successful, let’s work together to make it happen,
CEO | Co-founder
Jared is instrumental in ensuring our focus on our clients is key to our success. Additionally, Jared created and runs an options strategy for clients looking for additional income, potential growth, and asset class diversification. Jared also serves as one of the two wealth advisors to Narus clients. Jared’s personality and enthusiasm help him build long-lasting personal, and professional relationships. Jared loves to spend his personal time outdoors with his family. Rock crawling in their truck in Moab, riding dirt bikes on the sands and salt flats of Utah, or snowmobiling in the Uintah backcountry are some of Jared’s favorite activities. Jared is married to Christina and they have three children and reside in Centerville, UT.
CIO | Co-founder
Trent heads the investment committee at Narus Financial and is the foundation of setting strategic focus and tactical direction of our portfolios. Trent has led the development of investment portfolios using quantitative methods and an equity rating system he created. Our NES All Cap strategy and Qualitative Blue-Chip strategy are just of couple of the portfolios Trent actively manages. Trent is married to his wife Rhonda and together they have three children and one grandchild. Trent participates in a local tennis league that competes in neighboring states. Trent loves to play golf and he also enjoys riding the trails around his home in Prescott, AZ.
Jared@narusfinancial.com | 801.497.1967
Jared@narusfinancial.com | 801.497.1967
COO | Co-founder
Simply put, Mike holds it all together. Mike is key in setting policy and procedure for all operations at Narus Financial and is a key advisor to the technology that is used in supporting Narus clients. Additionally, Mike’s passion for our clients is focused on delivering an exceptional, personal client experience. Mike is married to Autumn and they have one child. Mike volunteers with his local fire department and boys and girls club and is a craft beer enthusiast. When the weather is good, as it usually is in Northwestern Arizona, you may find Mike on a boat cruising the Colorado River.
CMO | Co-founder
As one of the two wealth advisors at Narus, Curtis’ main focus is on building and cultivating personal relationships with prospects and clients and ensuring the regular delivery of the client’s results. Curtis works with the team from the first contact through client onboarding and beyond to ensure the client’s goals and desires are met. Curtis’ passion for the client experience is evident as he strives to make himself available any day of the week at any time of the day. Curtis is married to Traci and together they have 4 children. Curtis is an avid road cyclist and has a passion for using this hobby to raise funds for causes such as cancer research, multiple sclerosis, and those with intellectual and developmental challenges and disabilities. Curtis also enjoys mountain biking in the hills of Draper, UT. Curtis also loves to golf and ski.
Christian is the one who keeps Narus in line, and that is no joke. As the Chief Compliance Officer, she makes sure Narus operates within the bounds the SEC has outlined. Additionally, as a practicing attorney at law she also serves as council on certain legal matters to Narus. As a graduate of the University of Arkansas School of Law, Christian’s work as an attorney has also taken her into estate planning and family law. With this experience Christian has been able to help Narus develop a great specialization in helping those who have gone through divorce pick up their financial pieces and start again. Christian is an avid traveler and loves to add a boat to any of her adventures. From Iceland to Italy to the Bahamas, if you need some travel ideas she can also serve as your personal trip planner. Christian is married to Brad and together they have one daughter and two boxer dogs
Narus is always on the lookout for great young talent and struck gold when they landed Alex. He is a recent graduate of the University of Utah with a major in finance. His analytical skills prove to be very valuable to the investment committee when extra analysis is needed or when numbers need to be crunched. His desire to excel in the industry and make this a career makes him a great fit for Narus. Additionally, he is instrumental in onboarding new clients to Narus, taking care of needs of existing clients, and working with the team on one-off projects that extra value that can make all the difference to a client. For Alex it’s not all work and no play so when he is not in the Narus offices he can be found on the golf course or riding his mountain bike in the hills of Salt Lake City.
Landon is another one at Narus that brings the average age down and keeps the team young in spirit. Currently, Landon is a student studying mechanical engineering at the University of Utah but he is being strongly courted by Narus to change professions and make this his full-time career. Landon’s analytical background and strong work ethic have also allowed him to add tremendous value to the Narus team. Additionally, Landon’s passion to make sure everything works right and goes smoothly is a key factor in making the client experience a great one. When Landon is not working or studying at the university, he spends the most important hours with his new bride Isabelle.
Watch our catalogue of webinars covering the markets, topics and news affecting your financial plans, taxes, and investments.