Get to know Garrett Wozniak


Garrett Wozniak

Client Services, Investment Advisor Representative

Garrett has been in the financial services industry for over 5 years. He began his career with Fidelity Investments in American Fork, then transitioned to specialize in retirement planning through his time at Capital Wealth Advisors in Lehi, Utah, and Merrill Lynch in Provo.

His experience has emphasized completing thorough analysis of client’s retirement strategies such as social security optimization, investment risk mitigation, and tax-saving measures.

Garrett enjoys spending time with his beautiful wife and four children; coaching their sport teams and hosting game nights.