Meet the Team

“I feel like when people picture financial advisors, there’s a typical perception about them. And some advisors make promises that fall short,” Bo says.

More than a financial consultant, Bo strives to be a personal partner who stands at the side of his clients, empowering them to take the next step toward the goals they want to achieve. “Our clients love that we are always there. It’s a partnership in its truest form, and success trickles down thanks to our independence and our licenses,” Bo says. “Many members of our team have spent time at major wirehouses, so we’ve seen what it looks like to place the firm above the people. Our independence is such a valuable tool, and we want to make the most of it. That’s why it’s our goal to provide unbiased advice to all our clients and connect them with solutions we see as the best fit.”

That’s why Bo is so excited to be a part of Park City Wealth Advisors, where he believes we bring a different edge to the industry. He’s also proud to provide a more hands-on experience for clients, working through their day-to-day finances as well as their plans for the future. Oftentimes, that means assembling a comprehensive strategy to build wealth for the entire family, as well as a written document dictating where that money will go. Bo also prioritizes estate and legacy planning because of the ever-evolving retirement and tax landscapes, which can make the future feel uncertain. By drawing up a clear plan, families can strategize to place their most important assets in the hands of their loved ones.

Bo was born in Almaty, Kazakhstan, but he has lived most of his life in Ohio. He grew up in Cleveland before attending the University of Cincinnati, where he graduated with his bachelor’s in finance. He now resides in the suburbs of Columbus, and he loves that he gets to call Ohio his home state. “There’s a distinct charm about Ohio that first made me fall in love with it and keeps me here to this day,” Bo says. “It’s true that everyone in the Midwest would give you the shirt off their back, and I truly feel like we’re a community that looks out for the greater good. I also love being so close to the people who mean the most to me, and even as Ohio grows, it still retains that family feel.”

Bo enjoys spending his free time with his friends, family and dog. He also loves to travel to new destinations and learn new skills, especially when it comes to his profession. Furthermore, he is an avid car fan and enjoys interacting with the local car community. He says, “We have some of the best shows in Columbus. The people are always incredibly friendly, and I love chatting with people who share my love for cars. It’s also a hobby that never feels complete, especially when I work on my car. I love to look for ways I can upgrade or make it more my own.”

He also constantly studies markets, investment strategies and retirement solutions, all in hopes of growing as an advisor. “I’m living my dream of helping people and giving them actionable advice that gives them confidence in their plan. It never feels like work, and it never gets old knowing that I have the power to help someone make their dreams a reality.”