Bailey found his passion for financial services after completing his degree in Finance, realizing the immediate impact he could make on families through education and thoughtful planning. He takes pride in the process that his clients go through and thinks of himself as an educator first, giving those individuals the knowledge they need to make informed decisions about their future.

Bailey graduated from the University of Utah with a bachelor’s degree in finance and has obtained his life and health licenses. He has also passed the Series 7, Series 66, and is licensed as an Investment Advisor Representative.

Bailey is a homegrown native of Salt Lake City, and really enjoys the diversity of activities that Utah has to offer. In his spare time Bailey is an avid mountain biker, skier and loves spending time outdoors with his fiancé and two pups (Sam and Ruth).