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Providing you peace of mind
For today, tomorrow, and generations to come
Our Mission
Narus Financial strives to provide clarity and stability for families that choose to work with us.
We view every client as a top priority rather than a bottom line.
With that responsibility in mind, we will act with diligence, honesty, and integrity.
Services
Services
Investment Management
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.
Financial Planning
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 and 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.
Divorce Planning
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 to take control of your wealth.
401k and Retirement Planning
Maximizing retirement savings is essential in building your wealth. We will help you determine which retirement plan best fits your needs. Have an old 401k with your prior company? Leaving it there may not be the best strategy. Talk with us about your options.
Personalized Service
Our passion is great service customized to your specific needs. If there is something you feel will help you be more successful, let’s work together to make it happen.
Investment Solutions
Customization
A portfolio strategy is created based on client's needs, circumstances, and risk tolerance based on our research of the current investment landscape.
Proactive Rebalancing
Ongoing monitoring is part of our process to seek balance in risk and return based on current market conditions.
Disciplined Approach
We seek to remove emotion, guesswork, and uncertainty from the investment process by using experience, research, and a measured hand.
The Narus Team
Jared Stubbs | CFO | 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.
Curtis Lamb | 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.
Trent Bowers | 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 two grandchildren. 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.
Mike Robinson | 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.
Christian Gunn-Schinker |
CCO
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.
Landon Malo | Analyst
Landon Malo has been with Narus Financial for the past 5 years and is a recent graduate of the University of Utah with degree in mechanical engineering. Landon’s analytical background and strong work ethic have allowed him to add tremendous value to the Narus team both on the service side of the business as well as the day in and day out operations of the firm. 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, he spends the most important hours with his wife Isabelle trying new restaurants, seeing movies, golfing, and traveling.
Amy Diamond | Financial Planner
Amy brings with her thirteen years of experience in the financial services industry which includes working at top brokerage and planning firms. Amy’s last eight years have been primarily focused on financial planning for families or all ages, shapes, and stages of life. Amy is incredibly detail oriented and loves to get into the weeds of any financial plan. She enjoys getting to know clients and helping them address their goals and needs. She is a registered Certified College Funding specialist (CCFS®), as well as a Chartered Retirement Planning Counselor (CRPC®). Amy lives in northern Utah, and is married with three kids and two yorkies. In her spare time, she loves to run and bike, cook, and watch football and Formula One.
Jared Stubbs | CFO | 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.
Curtis Lamb | 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.
Trent Bowers | 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 two grandchildren. 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.
Mike Robinson | 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.
Christian Gunn-Schinker |
CCO
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.
Landon Malo | Analyst
Landon Malo has been with Narus Financial for the past 5 years and is a recent graduate of the University of Utah with degree in mechanical engineering. Landon’s analytical background and strong work ethic have allowed him to add tremendous value to the Narus team both on the service side of the business as well as the day in and day out operations of the firm. 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, he spends the most important hours with his wife Isabelle trying new restaurants, seeing movies, golfing, and traveling.
Amy Diamond | Financial Planner
Amy brings with her thirteen years of experience in the financial services industry which includes working at top brokerage and planning firms. Amy’s last eight years have been primarily focused on financial planning for families or all ages, shapes, and stages of life. Amy is incredibly detail oriented and loves to get into the weeds of any financial plan. She enjoys getting to know clients and helping them address their goals and needs. She is a registered Certified College Funding specialist (CCFS®), as well as a Chartered Retirement Planning Counselor (CRPC®). Amy lives in northern Utah, and is married with three kids and two yorkies. In her spare time, she loves to run and bike, cook, and watch football and Formula One.
Jared Stubbs | CFO | 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.
Curtis Lamb | 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.
Trent Bowers | 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 two grandchildren. 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.
Mike Robinson | 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.
Christian Gunn-Schinker |
CCO
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.
Landon Malo | Analyst
Landon Malo has been with Narus Financial for the past 5 years and is a recent graduate of the University of Utah with degree in mechanical engineering. Landon’s analytical background and strong work ethic have allowed him to add tremendous value to the Narus team both on the service side of the business as well as the day in and day out operations of the firm. 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, he spends the most important hours with his wife Isabelle trying new restaurants, seeing movies, golfing, and traveling.
Amy Diamond | Financial Planner
Amy brings with her thirteen years of experience in the financial services industry which includes working at top brokerage and planning firms. Amy’s last eight years have been primarily focused on financial planning for families or all ages, shapes, and stages of life. Amy is incredibly detail oriented and loves to get into the weeds of any financial plan. She enjoys getting to know clients and helping them address their goals and needs. She is a registered Certified College Funding specialist (CCFS®), as well as a Chartered Retirement Planning Counselor (CRPC®). Amy lives in northern Utah, and is married with three kids and two yorkies. In her spare time, she loves to run and bike, cook, and watch football and Formula One.
Jared Stubbs | CFO | 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.
Curtis Lamb | 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.
Trent Bowers | 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 two grandchildren. 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.
Mike Robinson | 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.
Christian Gunn-Schinker |
CCO
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.
Landon Malo | Analyst
Landon Malo has been with Narus Financial for the past 5 years and is a recent graduate of the University of Utah with degree in mechanical engineering. Landon’s analytical background and strong work ethic have allowed him to add tremendous value to the Narus team both on the service side of the business as well as the day in and day out operations of the firm. 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, he spends the most important hours with his wife Isabelle trying new restaurants, seeing movies, golfing, and traveling.
Amy Diamond | Financial Planner
Amy brings with her thirteen years of experience in the financial services industry which includes working at top brokerage and planning firms. Amy’s last eight years have been primarily focused on financial planning for families or all ages, shapes, and stages of life. Amy is incredibly detail oriented and loves to get into the weeds of any financial plan. She enjoys getting to know clients and helping them address their goals and needs. She is a registered Certified College Funding specialist (CCFS®), as well as a Chartered Retirement Planning Counselor (CRPC®). Amy lives in northern Utah, and is married with three kids and two yorkies. In her spare time, she loves to run and bike, cook, and watch football and Formula One.
Jared Stubbs | CFO | 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.
Curtis Lamb | 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.
Trent Bowers | 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 two grandchildren. 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.
Mike Robinson | 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.
Christian Gunn-Schinker |
CCO
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.
Landon Malo | Analyst
Landon Malo has been with Narus Financial for the past 5 years and is a recent graduate of the University of Utah with degree in mechanical engineering. Landon’s analytical background and strong work ethic have allowed him to add tremendous value to the Narus team both on the service side of the business as well as the day in and day out operations of the firm. 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, he spends the most important hours with his wife Isabelle trying new restaurants, seeing movies, golfing, and traveling.
Amy Diamond | Financial Planner
Amy brings with her thirteen years of experience in the financial services industry which includes working at top brokerage and planning firms. Amy’s last eight years have been primarily focused on financial planning for families or all ages, shapes, and stages of life. Amy is incredibly detail oriented and loves to get into the weeds of any financial plan. She enjoys getting to know clients and helping them address their goals and needs. She is a registered Certified College Funding specialist (CCFS®), as well as a Chartered Retirement Planning Counselor (CRPC®). Amy lives in northern Utah, and is married with three kids and two yorkies. In her spare time, she loves to run and bike, cook, and watch football and Formula One.
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