Wyatt is a Financial Planner with a Bachelor of Business Administration degree from California State University, Chico. A native of Northern California, he joined our team in 2022. Primarily serving clients in the Butte County area, Wyatt's passion is to foster an environment that allows his clients to achieve financial independence. He creates individualized financial plans and delivers customized solutions to assist his clients to and through retirement. Outside the office, you will find him spending time outdoors, particularly fishing, hiking, and golfing.
- What is your dream occupation?
My dream occupation is to trade places wth Guy Fieri and travel around the country to the best diners, drive-ins, and dives.
- Where would you most like to visit on vacation?
The next spot on the radar is Chile.
- What's #1 on your bucket list?
To catch a winter run Steelhead trout on a fly rod.
What do I enjoy most about being a financial planner?
The most enjoyable part of beng a financial planner s hearing stories from our clients on how our process gave them confidence to enjoy the money they have worked diligently to accrue. Helping our clients enjoy more time or experiences with loved ones makes being a financial planner a rewarding career.