Mr. Leavitt is a certified financial planner specializing in OMS Practice Development, OMS Mergers and Acquisitions and Private Wealth Management with OMS Partners, LLC. He holds B.S. degrees in Business and Finance from Utah Valley University, and a Master’s Degree in Personal Financial Planning, & Master’s Minor in Charitable Planning from Texas Tech University.
He specializes in helping clients realize their philanthropic goals by implementing charitable planning strategies during their lifetime.
Friday, September 20
8:00 AM – 9:30 AM