About Us
Our purpose is to enrich your life with financial guidance tailored for every season. Guided by trust and integrity. Driven by Outcomes.

Outcome Private Wealth is dedicated to building the most highly regarded investment advisory practice in the Mountain West region and beyond. We help high net worth individuals and families achieve their financial dreams. We understand that wealth is more than just numbers; it's about aligning your investments with your personal values and long-term aspirations. Our personalized financial planning approach can help ensure that our clients' unique goals and integrity are at the core of every strategy we develop.
Our team originated in the world of the traditional brokerage firm, and after two decades, we became disillusioned, and Outcome was born.
We pride ourselves on creating a relaxed and approachable environment where clients can feel comfortable discussing their financial future. Partnerships with Stratos, LPL, Fidelity, Schwab, and Pershing allow us to scale our resources, reach, and technology to deliver tailored strategic plans that not only build generational wealth but also provide peace of mind and trust every step of the way.
No false promises. No get-rich-quick schemes. Just focused advice with our results built on trust, integrity, and personalized care.
Driven by Outcomes.
~ Jason, Shane, Chad, and the Outcome Team.

“We are what we repeatedly do. Greatness then, is not an act, but a habit. ”
~ Aristotle
Our team.

CFP®, CIMA®, AIF®
Founding Partner
Wealth Advisor

CFP®, CIMA®
Founding Partner
Wealth Advisor

CPWA®
Founding Partner
Wealth Advisor

Practice Manager

Wealth Advisor

Wealth Advisor

Financial Advisor

Associate Advisor

Associate Advisor

Client Services Manager

Director of Business Development

Investment Executive

Planning Assistant

Client Service Associate

Operations Support





