Kaylan dedicates the majority of his time to what he enjoys most: working with clients. He understands that each client is unique, so their plan should be too. He knows first-hand the challenges that entrepreneurs, business owners, and individuals face. He advises in comprehensive investment, retirement, estate, and tax planning strategies for his clients.
Prior to founding NuWealth Advisors, Kaylan worked for two separate firms as a Partner and Wealth Advisor.
Kaylan graduated from Dixie State University with a Bachelor’s Degree in Business, emphasis in Finance. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (CHFC®) designations.
Kaylan has deep roots and appreciation for Southern Utah. He has had the privilege of being raised, graduating, and working with the people in the community his whole life.
Kaylan enjoys an active lifestyle and lives in Santa Clara, Utah with his wife and 4 children.