Who We Are

Our mission is simple: We want to help you achieve your financial goals. We value trust, friendliness, accessibility, and we strive to use the best technology and resources to help you navigate your financial future.


Meet the Team

Dave Gardner AIF® Managing Partner

Dave Gardner
Dave earned his Bachelor of Science degree in Business Management with an emphasis in Finance from Brigham Young University. While attending BYU, the National Society of Collegiate Scholars honored him for his academic skills and leadership abilities. Prior to co-founding Caliber Wealth Management, Dave spent several years with RCM Investments and Merrill Lynch in Provo, Utah. Dave brings a multitude of financial skills to the firm. He believes that the key to a successful practice is to provide a high level of service to a select group of clients. In his free time, Dave supports local entrepreneurs and serves on the board of the BYU Rollins Center for Entrepreneurship and Technology. David currently holds the Series 7, Series 66, Series 31 registrations, and Life, Accident & Health Insurance licenses and Variable Contracts Licenses. Check the background of this investment professional on FINRA’s BrokerCheck

Todd Nuttall Partner

Todd Nuttall
Todd earned his Bachelor of Science degree in Business Management from Utah Valley University. Before joining Caliber Wealth Management, Todd was CEO of a leading provider of online education and professional consulting. He has more than 10 years of experience in financial and entrepreneurial education and strengthens the firm with his expertise in operations, management, and investments. Todd enjoys staying active and healthy. He has completed two Ironman triathlons, and enjoys Crossfit, mountain biking, and golf. Most of all he loves spending time with his wife Emilie and their three daughters Claire, Lucy, and Olivia. Todd currently holds the Series 7, Series 63 and Series 65 registrations. Check the background of this investment professional on FINRA’s BrokerCheck

Laurie Neff Director of Client Relations and Marketing

Laurie Neff
Laurie graduated from Utah Valley University earning a Bachelor’s degree in Communications with an emphasis in Public Relations. Laurie has the ability to relate to clients at any level, and she takes pride in helping others and providing superior service to every client. Laurie also has a willingness to solve any problem, which makes her an integral part of the Caliber Wealth Management team. In her spare time Laurie enjoys hiking, practicing yoga, reading, and traveling as much as she can! She also treasures her time with family and friends and loves spoiling her many nieces and nephews.

Linda Patch401k Specialist & Financial Advisor

Linda Patch
After earning a Bachelor of Nursing degree from Brigham Young University and practicing nursing for 29 years, Linda decided it was time for an encore career.  She pursued a postbaccalaureate certificate from Utah Valley University, completing the Personal Financial Planning program.  She joined the Caliber Wealth Management team in 2018 as the 401k Specialist and Financial Advisor.  She loves working with people and helping them plan and prepare for a sound financial future.  Linda also loves to spend time with her husband and family, traveling just about anywhere, and most things outdoors (unless it’s cold). Linda currently holds a Series 63 registration.

Community Involvement

We love our community and do all that we can to support and give back. Here are some of the local groups with whom we have developed mutually beneficial relationships.
BYU Center for Entrepreneurship and Technology
The BYU Center for Entrepreneurship and Technology has great influence on our local economy and is cultivating innovation and creativity. Caliber Wealth Management supports the Associate Founders in their efforts to mentor students and bring their ideas to market.
BYU Career Services
One of the most engaging activities we support in the community is the resume workshop offered by the BYU Career Services team. It’s inspiring to visit with the students and help them better prepare for the work force and specifically for careers in the investment and finance industries.
Mentors International
Caliber Wealth Management is proud to support Mentors International in helping serve those in extreme poverty. Mentors International provides self-sustaining life skills, business training, and financial services to those in need.
LaunchUp.org
LaunchUp is an event for entrepreneurs, aspiring entrepreneurs, startup junkies, cool people, miscreants, rapscallions, and the occasional lost dog. We are inspired and motivated by the dedication and effort of this group and work to support them in any way possible.