Abstract blue crystal background
  • Podcast

Episode 134: Let Your Values Guide You

Rhett Jeppson of Investment Management Consultants

Rhett Jeppson is the president and co-founder of Investment Management Consultants in Salt Lake City, Utah. He received his bachelor’s degree in consumer studies and family economics from the University of Utah, and holds FINRA Series 7, 24, 31, 63, and 65 licenses. He joined Cambridge in 2006, and enjoys creating individualized strategies for his clients. In his free time, Rhett enjoys spending time with his family, as well as backpacking, traveling, reading, and playing basketball.

Episode 134: Let Your Values Guide You Amy Webber and Rhett Jeppson
Episode 134: Let Your Values Guide You

Investment Management Consultants is located in Salt Lake City, Utah, where financial professionals focus on financial planning, cash and asset management, brokerage services, investment products, risk management, and tax and estate planning. They offer an ongoing analysis of financial objectives and provide specific plans and strategies to help their clients achieve their goals. Rhett and his team strive to provide their clients tactical solutions that will profit during rising markets and be protected during declining markets. https://imcportfolio.com/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

Begin your journey.