JD Stambaugh has an extensive history of serving a range of individual clients and businesses that include entrepreneurs, corporate executives, foundations and endowments. Beyond maximizing balance sheets, JD is dedicated to his clients’ financial goals and guiding their legacies. He brings to the team a specialized expertise in advising clients within the technology, health care and hospitality sectors. He provides solutions for businesses and individuals around pre-transaction planning, concentrated risk management and goals-based wealth transfer strategies. JD is an Accredited Asset Management Specialist. He attended Brigham Young University and earned a bachelor’s degree in business fin