WE ARE A FAMILY OWNED INVESTMENT ADVISORY & PLANNING BUSINESS
We love and care for our clients – our mission is to treat our clients with the same honesty, fairness and integrity we desire for ourselves. Quite simply, we are in the business of making invest-able assets grow in value. We invite you to learn more about us on this website and hope you will give us an opportunity to learn how we can help you.
We deliver order and efficiency to our client's financial desires through the creation, execution and ongoing review of a comprehensive investment strategy and financial plan.
FOUNDATIONAL PRINCIPLES
We are a “people company”. We’re hired by people to serve as stewards of their financial assets. The focus of our business is investment management & financial planning, but first, foremost, and always our business is about people.
WE LISTEN TO OUR CLIENTS
Listening is best done with our mouths shut. While we will ask questions that will help us better understand your needs, it is the listening that allows us to create your financial plan and the right asset allocation for your investments to fulfill your needs.
WE EMBRACE TECHNOLOGY
We use technology to make both you and us more efficient and effective. Our clients benefit from our intuitive tools, secure access to their financial data, and effective communication.
WE ARE TRUSTED
We are trusted stewards and fiduciaries. One of the most sacred aspects of any relationship is trust. Trust is earned. So we walk our talk. We make decisions and implement actions that reflect your desires and protect your interests.
WE ARE CONSISTENT
Markets move up and down and life itself is full of changes. Through it all we are consistently present to listen, explain, encourage, make adjustments as necessary, and to move forward with you.
WE ARE EXPERIENCED EXPERTS
We have developed our expertise by a combination of over 60 years of experience and through earning and working on industry accreditations for the CFA, AIF, and CFP. You can put trust in our expertise.
WE DO IT RIGHT
We are absolute believers that if it is worth doing, then it is worth doing right. That means that we are acquainted with the value of work- not just for works sake, but to do it right. Let’s do it right together.
WE GIVE BACK
At Cannon Capital Management, giving back to our community is very important to us. We want to use that which we have been blessed with to give back to those who are struggling or just need a little extra help. Contact us if you have a cause in mind! We’re currently contributing to the following charities:
Donor Connect
Donor Connect connects tragedy and hope in a most unique way. We are proud and pleased to help support Donor Connect in their annual Race for Life event.
For The Kids
We contribute both time and money to a group named "For the Kids" (FTK). FTK provides food for elementary children on the weekend, Thanksgiving meals and during extended school breaks such as Christmas. We have been honored to assist FTK in such a noble and needed cause.
We Care
We care about our clients, they are family to us.
We're Consistent
We believe that success must be repeatable.
We Act
We know good ideas do nothing if not implemented.
We Deliver
We are results oriented. We walk the talk.
We Keep it Simple
We make the complex easy to understand.
We Communicate
We believe this is a critical key to successful relationships.
We Look Forward
Hard to move forward while looking through the rearview mirror.
We’re Experienced
We know that “been there, done that” matters.
We're Cost Efficient
Eliminating frictional cost drag provides an essential boost to investment returns.
We're Creative
Creativity and opportunity go hand in hand, we foster and seize both.
Clint Cannon, CFA
MANAGING DIRECTOR
Clint graduated from The University of Utah (B.A. in Political Science) and from Brigham Young University (Master’s in Public Administration) with additional studies at Penn State University. A stint at Tracy Collins Bank & Trust was followed by 10 years at First Security Investment Management as Director of Research and Sr. Portfolio Manager. However, the itch to “do his own thing” wasn’t sufficiently scratched until starting Cannon & Rowe Asset Management with his partner Jim Rowe. Over the years that startup became Cannon Capital Management. Clint has earned the Chartered Financial Analyst (CFA).
Clint and his bride, Diane, have four incredible children, four beautiful in-laws, 17 grandchildren with enough energy to light up a city, and no pets.
Clint describes himself as an adventure seeking world traveler, biker and hiker, smoking - meat hobbyist and a master at avoiding repairs with anything connected to a motor or involving electricity.
Chace Cannon, CFP
MANAGING DIRECTOR
Chace attended Salt Lake Community College and the University of Utah receiving his bachelors of Science in Finance, but don’t mistake that for loyalty as Chace is a BYU fan through and through. Before joining Cannon Capital, he worked as a sales representative for a cell phone company while attaining his degree. After expressing interest in joining Clint, Chace joined the firm in a part-time capacity in January 2009, which quickly turned into a full time position in April 2009 as Chace found his passion and desire to help people with their finances. As the Chief Operating Officer, Chace manages the Financial Planning of the business and co-manages the 401(k) business with Clint.
Designations: CFP (Certified Financial Planner).
Chace and his wife Breanne, have four children who are the joys of their life.
Chace describes himself as, an avid Lake Powell traveler, a dare-seeking boater, a determined time-spender with family, a weekend entertainer-of-persons, and a community service devotee.
Desiree Tolley
CLIENT RELATIONS MANAGER
Desiree graduated from the University of Utah in Economics. Once a Ute, always a Ute. Her professional background is in accounting, customer service, and commercial real-estate research. She is passionate about helping people, and hopes to bring a friendly and impactful experience to every client she meets.
Desiree and her husband, Marshall have three amazing kids: a dancer, a basketball player, and a horse-back rider. Desiree describes herself as an avid traveler, camper, adventurer, and loves to spend time with her family.