Stockton works closely with our team to provide comprehensive support through client data gathering, preparation of financial reports, trade execution assistance, and portfolio construction and analysis. His contributions allow our team to dedicate more time to clients, ensuring each financial plan is thorough, personalized, and aligned with their long-term goals.
Stockton grew up in Southeast Idaho and, after graduating from Ririe High School, served a two-year mission for his church in Bolivia and Kentucky. Upon returning home, he attended Brigham Young University–Idaho, where he graduated with a 3.96 GPA earning a bachelor’s degree in Business Finance with a minor in Financial Planning. After completing a four-month internship with Trimp Wealth Management, Stockton joined the firm full time in June 2025. He holds the Series 7, Series 66, and SIE registrations through LPL Financial.
In his free time, Stockton enjoys spending time outdoors camping and fishing with his wife Hannah, traveling to new countries, and playing basketball, pickleball, and golf.