Crockett works closely with clients to gain an understanding of your situation and goals. He then builds a wealth plan around those goals, with an investment plan included to help accomplish your dreams and prepare for the retirement you want. He enjoys helping you optimize your finances, allowing you to enjoy your life.
Crockett started his career in the financial services industry in 2013 at RBC Wealth Management but left to work at both Fidelity Investments and Wells Fargo Advisors before coming back to RBC Wealth Management in 2022. His Bachelor of Science degree is in economics from the University of Oregon, and he is pursuing an MBA degree at Southern Utah University. Crockett passed the Series 7, 63 and 66 exams and holds state health and life insurance licenses.
Outside of the office, he loves to play golf, ski, fish, camp, backpack and try new things. Crockett grew up in Sun Valley, Idaho, and lived in Salt Lake City for eight years before moving to Eugene with his wife, McKenna, and pug/ chihuahua, Remington.
