LOGAN — Crosbie Financial has named Jaeden May a partner, recognizing her contributions to the Logan-based firm’s growth and her work serving clients and families throughout Cache Valley.
May, a Cache Valley native and Utah State University graduate, brings extensive experience in financial planning, tax strategy and wealth management to her new role.
She holds three professional credentials: Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Certified Private Wealth Advisor (CPWA). According to the firm, May is the only woman in Utah to hold all three designations.
“Jaeden’s expertise and the trust she earns with clients have been central to what we’re building at Crosbie Financial,” said Riley S. Crosbie. “She pairs technical excellence with real care for the people she serves, and naming her partner recognizes the standard she sets every day.”
May earned both her bachelor’s and master’s degrees in accounting, with an emphasis in personal financial planning, from Utah State University. She earned her CPWA designation through the Investments & Wealth Institute in collaboration with the University of Chicago Booth School of Business.
Her professional work includes helping high-net-worth clients navigate complex financial planning, tax strategies and decisions involving family wealth and estate planning.
May’s interest in financial planning began while growing up in a family-owned small business, where she witnessed the financial decisions and challenges facing business owners and their families.
In 2023, Utah Business magazine recognized May as one of its 30 Women to Watch.
May said her Cache Valley roots have helped shape her approach to financial planning, emphasizing personal relationships and helping clients make informed decisions about their financial futures.
“Cache Valley is home, and I’m excited to build something lasting here for years to come,” said May. “Thank you to the Crosbie family and our whole team for their support. It’s an honor to be part of this firm.”