Cole works with his clients to clearly define their financial goals and then crafts tailored strategies designed to help achieve them. His goal is to ensure clients feel confident and comfortable with every aspect of the guidance they receive, whether it’s regarding their investment portfolio or retirement planning.
Before joining First Western Advisors and Raymond James, Cole was a financial advisor at Morgan Stanley. He holds an Associate of Arts degree in business administration and finance from Weber State University, which he attended on a football and basketball scholarship. He was an accomplished football and basketball athlete at Lehi High School, Weber State and Ricks College and played for the Utah Warriors in the National Indoor Football League.
Passionate about his community and youth sports, Cole helped create and currently serves as president of the Utah Football Conference, a nonprofit youth tackle football program. He also created the 501(c)(3) district for Lehi Youth Football and serves as an assistant football coach at Lehi High. He also devoted two years to serving on an LDS mission in Santiago, Chile.
Cole is from Lehi, Utah, where he lives today with his wife, Tara, and their four children. In his free time, he enjoys hunting, fishing and riding horses.
Raymond James is not affiliated with the above organizations and/or charitable causes.