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This week’s guest, James Davenport, will help you with tips that have made him one of Utah’s top financial advisors.
James has 25 years of experience working with family businesses and executives in customizing comprehensive plans to bring about client focused objectives.
A key pivot in 2007 directed James’ attention and passion to helping families establish multi-family office services to facilitate generational wealth planning transfers.
He currently works with Crewe Advisors, a top ten firm in Utah, and James has been named one of the top 25 advisors in the state. James graduated from Utah State University with a degree in Finance and Accounting and is a CFP®, CERTIFIED FINANCIAL PLANNER®.
David explores the principle of Optimizing Time & Money as he sits down with top financial advisor James Davenport. It's a very enriching episode not to be missed
