Preston Rhoades

Registered Investment Advisor

Preston Rhoades is native to Syracuse, Utah. He holds an Associate of Science degree in Chemistry from Salt Lake Community College (2009) and a Doctor of Pharmacy from Midwestern University College of Pharmacy – Glendale, graduating Cum Laude in 2013. Before transitioning to financial advising, Preston spent nearly a decade as a pharmacy manager and PIC. His experience includes five years at CVS in Prescott Valley, AZ, and Phoenix, AZ, as well as three years at an independent pharmacy called C.A.R.E. Pharmacy in Peoria, AZ. He advocates for creating space for thoughtful decision-making and emphasizes setting clear goals, devising plans to achieve them, and aligning decisions accordingly. Recognizing the diverse financial challenges individuals encounter, Preston aims to manage portfolios to empower clients to retire on their terms. He views his role as shouldering the responsibility of wealth management, selling his time, energy, and attention to enable clients to allocate their resources as they deem fit. Preston's distinctive approach attracts clients, and their continued progress toward their objectives fosters enduring relationships.