Stanford originally started in this industry working with a boutique wealth management firm (Knox Capital Group) that specialized in income tax planning, wealth transfer and estate planning, philanthropic planning and asset management for high-net-worth families and entrepreneurs. Stanford worked on the business development side of the firm and assisted the partners of the firm in the planning that was performed for clients. In 2017 Knox Capital Group was acquired by Captrust, the largest independent RIA in the country. After working with Captrust for a short time, Stanford left and joined TownSquare Capital where he became their portfolio analyst and assists in preparing investment audits for clients.
This coming fall, Stanford will attend law school to further his education studying tax and estate planning which he will use to supplement his financial planning background. Stanford graduated from Utah Valley University with a degree in Personal Financial Planning and a minor in Business Management.
Stanford is extremely entrepreneurial oriented and has started several part-time businesses while working and attending school. Stanford is an avid sports fan and loves skiing, mountain biking, canyoneering, and climbing mountains in his free time.