Narus Financial Partners, LLC

Trent Bowers is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Narus Financial Partners, LLC. He has been with Clearstone Capital Management since 2014. Narus Financial Partners is an SEC-registered advisory firm providing asset management, investment consulting, and financial planning to individuals, trusts, estates, and small businesses. The firm combines multiple analytical approaches and employs option strategies and margin borrowing in separately managed accounts, supported by a formal affiliation with a law firm that enhances compliance and referral capabilities.

Michael Robinson is a financial advisor at Narus Financial Partners, LLC with 13 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014. Outside of advising, Robinson serves as an administrative officer for a family-owned insurance business, contributing to back office support and record keeping. Narus Financial Partners is an SEC-registered advisory firm that manages approximately $468 million for individuals, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering discretionary portfolio management with the use of option strategies and margin borrowing.

Jared Stubbs is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014. Narus Financial Partners is an SEC-registered advisory firm that serves individuals, trusts, estates, and small businesses, managing approximately $468 million across about 191 clients. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis with strategic and tactical asset allocation, offering discretionary portfolio management and financial planning services. Its formal affiliation with a law firm and use of option strategies and margin borrowing in separately managed accounts distinguish it from most peers.

Landon Malo is a financial advisor at Narus Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has been with Narus Financial Partners since 2024. Prior to his advisory role, he worked at Vision Graphics and served as a service missionary. Narus Financial Partners is an SEC-registered advisory firm that provides asset management, investment consulting, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis, with a distinctive use of option strategies and margin borrowing in separately managed accounts, and maintains a formal affiliation with a law firm that supports compliance and referral opportunities.

Curtis Lamb is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Narus Financial Partners since 2014 and previously worked at Black Sheep Investment Advisor, LLC from 2020 to 2022. Lamb serves as a board member of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is an SEC-registered advisory firm serving individuals, trusts, estates, and small businesses with asset management, investment consulting, and financial planning. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis alongside strategic and tactical asset allocation, and it is notable for its formal affiliation with a law firm and its use of option strategies and margin borrowing in managed accounts.