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  • With CAPTRUST Since 2017
  • 801.984.8000
  • 13961 South Minuteman Drive, Suite 300 Salt Lake City, UT 84020

Stan Kimball, CFP®, CPA

Stan Kimball, CFP®, CPA

Principal,
Financial Advisor

  • Highland, Utah
  • Team of Rivals | A Man for All Seasons
  • My father, Abraham Lincoln, and Leonardo da Vinci
  • "I am the master of my fate: I am the captain of my soul." - Invictus
  • Integrity, strategic excellence, and sense of humor

Financial Advisors

Stan is a wealth management advisor who works out of the Salt Lake City, UT office.

Stan joined CAPTRUST in 2017 when Knox Capital Group partnered its wealth management practice with CAPTRUST. He was a partner at Knox Capital Group. Stan started his career at Arthur Andersen & Co. He later worked as vice president of tax for the Huntsman Chemical Corporation and chief of staff for Jon Huntsman Sr. and served as chief financial officer and president of Headwaters, Inc., a public company. In his work at Andersen, Huntsman, and Headwaters, he was involved in numerous acquisitions and transactions relating to highly appreciated assets.

As a CFP® and a CPA, Stan advises many of Utah’s leading families and businesses on topics and planning, including mergers and acquisitions, corporate structure, asset management, charitable giving, and the tax-efficient disposition of appreciated assets. In numerous transactions, he has been able to significantly increase the after-tax proceeds of a business sale while reducing the seller’s taxable estate. Stan has found that sellers typically have most of their wealth tied up in their businesses and are not prepared for life after the sale of the business or management of their sale proceeds. Consequently, he helps his clients plan and prepare for these challenges.

Education

  • Baccalaureate of Science degree in accounting from Brigham Young University
  • Master of Science degree in accounting with a concentration in tax from Brigham Young University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant
  • Personal Financial Specialist

Memberships

  • Executive Board, Utah National Parks Council of the Boy Scouts of America