BetterWealth LLC

Jesse Lownsbury is a CFP® professional with two years of industry experience, currently serving at BetterWealth LLC. His prior roles include positions at Modern Wealth Management, LLC, Wade Financial Advisory, Inc., Nelson Staffing, Poly Inc., and PwC. BetterWealth LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and select employer retirement plans. The firm emphasizes long-term, asset-allocation driven portfolios primarily using mutual funds and ETFs, incorporating tax-aware strategies and discretionary management of held-away participant accounts.

Andrew Howard is a CFP® with 21 years of industry experience, currently serving as an advisor at BetterWealth LLC since 2017. Prior to joining BetterWealth, he worked at Edward Jones for 13 years. Outside of his advisory role, he owns and manages multiple rental properties. BetterWealth LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select employer retirement plans. The firm emphasizes long-term, asset-allocation driven portfolios using mutual funds and ETFs, incorporates tax-aware strategies, and offers discretionary management of held-away accounts through third-party platforms.

Suzanne Cox is a financial advisor with BetterWealth LLC in San Jose, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with BetterWealth LLC since 2015. BetterWealth LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and a limited number of legacy employer retirement plans. The firm emphasizes long-term, asset-allocation driven portfolios primarily using mutual funds and ETFs, with tax-aware strategies such as tax-loss harvesting and opportunistic rebalancing.

Winfield Stauffer is a CFP® with 19 years of industry experience and has been with BetterWealth LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Park City, UT. BetterWealth LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select employer retirement plans. The firm emphasizes long-term, asset-allocation driven portfolios using mutual funds and ETFs, and employs tax-aware strategies including tax-loss harvesting and opportunistic rebalancing.

Jodee Lownsbury is a CFP® professional with seven years of experience in financial advising. She has been with BetterWealth LLC since 2015, working as part of a five-advisor team based in San Jose, CA. BetterWealth LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select employer retirement plans on a legacy basis. The firm emphasizes long-term, asset-allocation driven portfolios using mutual funds and ETFs, employs tax-aware strategies, and manages held-away assets through third-party platforms.