Kwintone focuses on finding money his clients may be losing unnecessarily. He teaches clients how to become aware of the rules of the financial world. His practice attracts pre-retirees, retirees, successful individuals and business owners.
Most importantly, Kwintone facilitates a learning process which enlightens clients with strategies that help them avoid costly mistakes and pitfalls. Working together, he will help you define where you are financially, and can guide you through a process to get you where you want to be. Kwintone helps you organize your retirement assets. With clarified vision you can make a plan and take orderly steps to move forward. He enjoys seeing clients feel better as they gain confidence and understanding of how to create the future they've envisioned. In a sea of information overload, few clients know where to get concise, meaningful information that sheds light on their personal situation.
Kwintone is securities licensed and a life insurance agent. He has been in financial practice as an investment advisor representative for over twelve years and loves what he does.
Kwintone resides in Sandy Utah with his husband of 26 years, Mark, a 53 year old Hyacinth Macaw named Delilah, a 17 year old eclectus hen, Flora, and a 4 year old Lhasa-poo named Jenny.
A native of Wyoming, Kwintone has a firm command of being ruled by his exotic birds and speaks “fluent sarcasm.”