Parkshore Wealth Management

Daniel Andersen is a CFP® professional with 13 years of industry experience. He has been with Parkshore Wealth Management since 2008 and currently serves as a member of its four-advisor team. Andersen is also the president of the Wealth Management Professional Association, a networking and career development organization. Parkshore Wealth Management serves individual clients, retirement plan sponsors, and families, offering discretionary portfolio management, financial planning, tax preparation, and fiduciary consulting. The firm emphasizes asset allocation and passive investment strategies using low-cost mutual funds and model portfolios, supplemented by customized solutions and tax-aware optimization.

Samuel Taylor is a CFP® professional with experience at Parkshore Wealth Management since 2022 and prior roles including Zions Bank and Brighman Young University. He has also served as a volunteer missionary and worked with various organizations outside the financial industry. Parkshore Wealth Management serves individual clients, retirement plan sponsors, and families by providing discretionary portfolio management, financial planning, tax preparation, and retirement-plan fiduciary and consulting services. The firm emphasizes asset allocation with largely passive investment strategies, using low-cost mutual funds and model portfolios, and incorporates sub-advisers for customized, tax-aware portfolio management.

Trevor Stone is a CFP® professional with three years of industry experience, currently serving at Parkshore Wealth Management. His prior experience includes roles at RMC Financial Advisors and involvement with Utah Valley University and UVU Campus Connection. Parkshore Wealth Management serves individual clients, retirement plan sponsors, and families by providing discretionary portfolio management, financial planning, tax preparation, and retirement-plan fiduciary services. The firm emphasizes asset allocation and largely passive investment strategies using low-cost mutual funds and model portfolios, supplemented by personalized portfolio management and tax-aware optimization through sub-advisers.

John Thomas Lloyd is a financial advisor at Parkshore Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Parkshore Wealth Management since 2012. Parkshore Wealth Management serves individual clients, retirement plan sponsors, and families by providing discretionary portfolio management, financial planning, tax preparation, and fiduciary consulting services. The firm emphasizes asset allocation and passive investment strategies using low-cost mutual funds and model portfolios, supplemented by personalized portfolio management and tax-aware optimization.