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Stan Kimball, CFP®, CPA, PFSPrincipal, Financial Advisor

  • 13961 South Minuteman Drive Suite 300
    Salt Lake City, UT 84020
  • 801.984.8000
  • LinkedIn

Stan joined CAPTRUST in 2017 when Knox Capital Group merged 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 Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™

MEMBERSHIPS

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

Personal Profile

Hometown:
Highland, Utah
Favorite Book or Movie:
Team of Rivals | A Man for All Seasons
Ideal Dinner Guest:
My father, Abraham Lincoln, and Leonardo da Vinci
Words to Live By:
"Invictus", which ends with the final lines: I am the master of my fate: I am the captain of my soul.
Qualities I Admire in People:
Integrity, strategic excellence, and sense of humor