Cfp® Mikal Aune -

Mikal Aune, MBA, CFP®, is a unique financial advisor who wears three hats: investment manager, financial planner, and life-centered planner. With a focus on helping clients live the life they want, Mikal emphasizes starting with the end goal in mind and working backward to create a comprehensive financial and investment plan. Specializing in working with Silicon Slopes tech executives and highly compensated employees, Mikal believes in the importance of creating experiences and memories throughout life rather than waiting for retirement. He strives to provide his clients with financial security, independence, and freedom to lead the life they desire. Apart from his professional endeavors, Mikal is dedicated to assisting families in passing on their wealth, both tangible and intangible, to future generations. Outside of work, Mikal enjoys spending time with his family and pursuing his passions for skiing, cycling, backpacking, gardening, and Pickleball.