Favorite Quote
"Reverence for the water. Passion for the pursuit." - Unknown
FINRA BrokerCheck
Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheckAlex Lund
Awarded a BS in finance and BS in business administration from Utah State University in 2013. Worked in wealth management since 2013
As a lifelong Alaskan, I have grown up with tremendous respect and love for the hard-working people in my great state. Alaskans have a kind, but tough-as-nails attitude that I do my best to teach my children whenever possible. My wife and kids are patient with me as I am constantly finding new ways for us to spend more time outdoors.
When not in the office, I escape to the river to fly fish and enjoy outside. We use up every hour of sunlight each summer hunting, fishing, golfing, and bird-training the dog. I have always adopted a work hard, play hard philosophy and I'm passionate about finding ways to help people put their money to work so that they can enjoy the things they love.
Favorite Quote
"Reverence for the water. Passion for the pursuit." - Unknown
My Services
Today’s Financial Advisors should provide fiduciary advice that is appropriate for each individual client. No two individuals are the same. Our experienced team can help you identify your goals, and we have the tools to help you achieve them. Whether building a Financial Plan, identifying a low-cost investment solution, talking with you about socially responsible investments, or looking for income, we work with you to identify your needs.
Our Institutional Consulting division is focused on building the right platform for your organization. As your advocate, we will help with plan design, plan maintenance, and vendor management. We are willing to be your 3(38) fiduciary, where appropriate, meaning that we will assume liability for investment selection within your retirement plan. And, for certain plans, we are also responsible for all participant education, helping each one of your employees reach their retirement potential.
