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 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 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 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
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.