Bo serves as a Financial Advisor at Park City Wealth Advisors, dedicated to providing unbiased financial guidance. He helps clients navigate wealth management complexities by ensuring decisions align with their specific goals, values, and legacy plans.
His comprehensive planning covers investment management, retirement planning, estate strategies, tax optimization, risk management, and business succession planning.
Taking a personalized approach, Bo collaborates closely with clients to develop customized financial strategies that adapt to their evolving needs. His commitment to education and transparency enables clients to make confident, informed decisions about their financial future.
At Park City Wealth Advisors, Bo combines innovative resources with a client-centered philosophy to deliver independent advice free from product-driven influences. His core mission is helping clients both preserve and grow wealth while establishing meaningful legacies.
Words I Live By
- “Know what you own, and know why you own it.” — Peter Lynch
- “The greatest investment you can make is in yourself.” — Warren Buffett
My Literary Love
- Beautiful Boy – David Sheff
The Best Getaway
- Baltic Cruise
My OneSeven Reason
- I chose to affiliate with OneSeven because they empower me to provide truly unbiased, unfiltered advice—free from product-driven agendas or sales pressure. This independence allows me to focus solely on what matters most: helping my clients make the best financial decisions for their unique goals and circumstances. At OneSeven, I have the freedom to prioritize strategy over sales, ensuring that every recommendation is made with integrity, transparency, and my clients’ best interests at heart.