Stuart Malan

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

Jay Wamsley is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1985, serving clients for over 37 years from his Northern Utah office. Jay specializes in creating personalized financial strategies, focusing on areas such as corporate executive services, education planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Jay earned a Bachelor's Degree in Finance with a minor in Economics from Utah State University. He holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Jay participates in community activities through organizations such as SCOUTREACH. He lives in Mountain Green, Utah, with his wife, Karen, and their four sons. Outside of his professional commitments, Jay enjoys a variety of personal interests including golfing, fly fishing, hunting, skiing, and piloting. He values spending time with his family and integrates his personal philosophy of working one-on-one with clients to develop financial strategies tailored to their long-term goals.