Who you will actually be sitting with.
Clint Cannon, CFA
Clint graduated from the University of Utah with a B.A. in political science and from Brigham Young University with a master's in public administration, with additional study at Penn State. A stint at Tracy Collins Bank & Trust was followed by ten years at First Security Investment Management as Director of Research and Senior Portfolio Manager.
The itch to do his own thing was not sufficiently scratched until he started Cannon & Rowe Asset Management with his partner Jim Rowe. Over the years that startup became Cannon Capital Management. Four decades in, the firm still runs on the standard he set at the beginning: no products, no commissions, and no reason to recommend anything except that it is right for the client.
Clint and his bride, Diane, have four children, four in-laws, seventeen grandchildren with enough energy to light up a city, and no pets. He describes himself as an adventure-seeking world traveller, biker and hiker, smoked-meat hobbyist, and a master at avoiding any repair involving a motor or electricity.
Chace Cannon, CFP
Chace attended Salt Lake Community College and the University of Utah, receiving a B.S. in finance — though he is a BYU fan through and through. He joined Cannon Capital part-time in January 2009 and full-time that April, having found the thing he actually wanted to do with his life: help people with their money.
He leads the firm, runs the financial planning side of the business, and co-manages the corporate retirement practice with Clint. His job in a client meeting is to turn complexity into an answer in plain English — what the decision is, what it costs, and what happens if you do nothing.
Chace and his wife Breanne have four children who are the joy of their life. He describes himself as an avid Lake Powell traveller, a dare-seeking boater, a determined spender of time with family, a weekend entertainer of persons, and a community-service devotee.
Justin Vargas
The advisor in the room. Justin brings a client-first approach to every meeting, making sure the plan reflects the life in front of him rather than a template — and that the person across the table understands the reasoning, not just the recommendation.
Triton Lee, CPA
Triton runs the tax side, which is why the tax consequence of a decision here is known before the decision is made rather than discovered in April. Having a CPA inside the firm — not down the street — is the reason investments, tax strategy and estate get built by one coordinated team instead of three that have never spoken.
Tax, bookkeeping and payroll services are provided through Cannon Capital Tax, LLC, an affiliated practice.