Yeshi uses his love of numbers to make a real difference in people’s lives. Since joining the firm, he has used his analytical skills and the firm’s resources to transform clients’ financial data into clear projections. This enhances clients’ confidence in their future and helps them feel more supported, which he finds the most exciting part of his job.
Yeshi is studying finance and accounting at the University of Utah and will graduate in May 2028. His previous roles include outreach and operations intern, investment intern and financial planning assistant, all of which built a strong foundation for his career in financial planning.
Originally from Tibet, Yeshi’s family now resides in Salt Lake City, Utah. With his Havanese dog, Singey, as his constant companion, Yeshi stays active by weightlifting, hiking and playing basketball.