Reese Hulbert

Focus
“I am passionate about the importance of family and community, of hard work and achieving well defined goals for my clients. I strive to help successful savers and investors, through my planning process, looking ahead for both the expected, and the unexpected, that can affect their legacy."

Background and experience

Reese began his career as a Financial Advisor with Wells Fargo Advisors in Logan Utah in 2006. He received his bachelor’s degree at Utah State University and in 2012; Reese earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. After college, he settled in Richmond and loves all that Cache Valley has to offer. In 2017-2019 and 2024, Reese was recognized by Forbes as one of the Top Next-Gen Wealth Advisors* and in 2025 recognized by Forbes as a Best-In-State Wealth Advisor. Reese previously served on the board as a member of the Estate Planning Council of Northern Utah as well as a board member of The Utah State University Planned Giving Advisory Board.

Away from the office

Reese spends his free time with wife, Lacey, and their four children, Mason, Jaylee, Emily, and Hazel. They like to stay active both physically and mentally. Their true family passion is boating at Lake Powell. Reese especially enjoys anything outdoor related and has successfully completed a 100-mile Ultra marathon.

 
<sub>*2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub>