John C.

John C. is a highly skilled professional with expertise in Financial Planning, Tax Planning, and Retirement/Succession Planning. He also excels in Tax Managed Investing, Hedging Strategies, and Futures and Options Trading.

With a background in Economics, Finance, and Business from Brigham Young University, John C. brings a strong educational foundation to his diverse range of specialties in the financial sector.

Over the course of his career, John C. has held significant roles in esteemed organizations, including serving as a Board Member & Director of Wealth Management at Elysium and as a Managing Partner at Salt Wealth Partners. His experience also extends to being a Financial Advisor at Eide Bailly LLP, CEO at Boar Capital Advisors, and a Financial Advisor at Merrill Lynch in Indian Wells, CA.

His expertise further encompasses Equity & Fixed Income Asset Management, Alternative Investment Strategies, Concentrated Position Management, Closely Held Securities, as well as Cash Management & Philanthropic and Gifting Strategies.

John C. has a proven track record in the financial industry, showcasing his proficiency in a wide array of financial services and strategic planning.

His comprehensive skill set and extensive experience make him a valuable professional in the realm of financial management and investment.

John C.'s dedication to his work and his wealth of knowledge position him as a reputable figure in the finance sector, capable of providing expert guidance on various financial matters.