Bo has over 23 years of experience in the financial services and insurance industry. Throughout his career, he has helped hundreds of individuals, businesses, and professional executives position themselves to have a better and more secure future. Throughout his profession, he has worked with some of the most successful closely held family businesses in the nation.
Bo enjoys solving complex problems and working with people to identify their most critical risks and formulating solutions to address and plan them. Although Bo has been involved in many large financial and insurance transactions, he will be the first to tell you that numbers are just numbers without the people behind them. He gets his greatest satisfaction in strengthening families and organizations. Bo feels the greatest thing he can offer his clients is clarity and confidence so they can focus on the things in life that matter most to them.
Bo attended Davis High School in Kaysville, UT and holds a BS degree in Sales and Marketing from Weber State University. He is an author, public speaker, and an active participant in his community and in numerous charitable causes. In addition to Bo's professional accomplishments, he is a dedicated family man. He lives in Utah with his beautiful wife and five children. He also enjoys traveling with his family, participates in a variety of recreational activities, and is a sports enthusiast.
- Retirement Analysis and Programs
- Estate Planning
- Employee Benefit and Retention Services
- Business Continuation Solutions
- Business Risk
- Life Insurance
- Disability Insurance
- Insurance Strategies