Owner, Fee-Only Financial Planner | Bountiful, Utah

Justin is the founder of Wealth Mode Financial Planning and is driven by his mission to provide unbiased, transparent advice on a flat-fee basis. With clients served in 25+ states across the U.S. and overseas, Justin hasn’t met most of his clients in person, but he is passionate about helping every one of them use their money to fully enjoy the present without putting their future at risk. He calls that “living in Wealth Mode.”

Outside of work, Justin enjoys spending time with his wife AnnAlyse and their daughter Faye, playing classic rock in his guitar, and being a soccer fanatic.

Paraplanner | Syracuse, Utah

Katie provides support in client meetings and gathers and organizes financial data and info for our clients’ financial plans. She graduated with a major in Accounting and a minor in Personal Financial Planning at Utah State University.

Outside of work, Katie enjoys spending time with her husband and four kids at all their various activities. She also enjoys reading when she finds a minute to herself.

Investment Team | Bozeman, Montana

We believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated. We also believe in the power of expertise and providing my clients access to some of the best investment minds in the business.

To that point, we have partnered with XYPN Invest and gained access to their Investment Committee to construct and continuously review our portfolios.