The Professional Financial Company LLC

Ethan Gividen is a Series 65-licensed advisor with The Professional Financial Company LLC, bringing approximately six years of experience across financial services and other industries. His background includes roles at Engagex, The Church of Jesus Christ of Latter-day Saints, Utah Valley Dental Lab, Longson Management, LLC, and Lone Peak High School. The Professional Financial Company LLC (dba PROFi) provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a long-term, diversified investment approach that incorporates fundamental and quantitative analysis, modern portfolio theory, and tax-efficient strategies while allowing discretionary authority for portfolio management.

Jenna Smith is a financial advisor at The Professional Financial Company LLC with a Series 65 designation and approximately five years of experience across several firms, including Advanced Retirement Strategies and Frandsen Morrill Advisors. She has also worked in various roles outside finance, including at Utah Valley University, First Choice Home Health and Hospice, and Top Golf. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a long-term, globally diversified investment approach using fundamental analysis, quantitative methods, and modern portfolio theory, with an emphasis on tax efficiency and tailored portfolio management.

William Miller is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held positions at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment approach that includes written Investment Policy Statements, fundamental and quantitative analysis, and tax-aware, globally diversified strategies, managing accounts mainly on a discretionary basis.

Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.