Team

Jake Rust

CFP® · ChFC® · CLU® · CEPA® · RICP® · Managing Partner, Wealth Management Advisor

Jake Rust is passionate about working with business owners and individuals to help them build their financial dream. He has over 18 years of experience and brings a wealth of knowledge to educate clients on what is possible. He is dedicated to learning, receiving his CERTIFIED FINANCIAL PLANNER™ designation. Jake has also received his Chartered Financial Consultant®, Retirement Income Certified Professional® and Chartered Life Underwriter® designations, as well as his Certified Exit Planning Advisor designation which has a focus on helping business owners through the exit planning process. Jake has served on several boards, including his role as president of the Utah Valley Estate Planning Council (2018). Jake is also an alumnus of the Goldman Sachs 10,000 small business program. Jake enjoys quality time with his wife Ashley and their two kids, Cameron and Taylor. Jake’s passions outside of work include golfing, Utah Jazz, BYU football, and traveling to new places.

Marissa Smith

Financial Advisor

Marissa Smith is a dedicated financial advisor with a strong background and passion for guiding clients toward their financial goals. A Princeton University graduate and former captain of the women’s water polo team, Marissa began her career as a financial advisor specializing in serving members of the military and has since developed expertise in comprehensive retirement planning. Marissa’s client base is diverse, spanning retirees, young professionals, and those navigating major life transitions. She emphasizes a holistic approach, incorporating tax-saving strategies, income planning, and tailored financial roadmaps that address each client’s unique needs and goals. Her commitment to detailed, client-centered service ensures every client receives a plan crafted to meet their life stage and aspirations. Outside of work, Marissa enjoys time with her husband, Sam, their daughter, Caroline, and their husky-pitbull mix, Dunkin. An avid hiker, reader, and baker, she values both thoughtful planning and the flexibility to embrace life’s evolving seasons.

Nate Tadje

VP of Sales & Operations

Nate spent a decade as a financial advisor before taking a detour into the tech world, where he spent several years in software sales, mostly building and leading sales teams. It turns out the thing he missed most was sitting across the table from clients and helping them figure out what's next. It’s a passion of his since he started his career as a financial advisor. As VP of Sales and Operations at Hudson Oaks Wealth Management, Nate keeps the business running so Jake can stay focused on clients. That covers operations, sales, and just about everything in between. He brings a mix of advisor experience and process from the tech world to the job, and he's always looking for ways to make things run a little smoother for the team and the people they serve. Nate has been married for 20 years and has four kids, which means his weekends are full. You'll usually find him on a basketball court of football field (playing or coaching), on the golf course, out camping or hiking, or in the backyard throwing the football around with the kids.

Catherine White

PMP® · Director of Operations

Catherine brings extensive expertise and a passion for creating efficiencies to her role as Director of Operations. With a Bachelor of Business Administration in Finance from Columbus State University, she holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses, and earned the Project Management Professional designation in 2023. Since entering the investment services industry in 2016, Catherine has specialized in streamlining operations, implementing strategic projects, and supporting advisors and clients with complex cases. Outside of work, Catherine enjoys spending quality time with her husband and two cats. She loves outdoor adventures, including paddleboarding, hiking, camping, and cross-country skiing, as well as nurturing her garden and creating meals from her harvests to share with friends and family.

Lynne Burton

Paraplanner

Lynne Burton loves being a part of a team committed to improving lives through financial planning. She holds a bachelor’s degree from the BYU Marriott school and is pursuing a Master of Science in Finance degree at Utah Valley University. Lynne brings experience from a diverse professional background that includes roles in fixed income asset management, accounting, entrepreneurship, and non-profit advocacy. The variety of her experience qualifies her to approach every task with maturity, efficiency, and an eye for problem solving. When not at work Lynne loves to read, hike, travel, make caramels, and preserve food from her garden. She loves living in Utah so close to fantastic mountains and breathtaking national parks. She lives in Highland with her husband and three children.

Institutions don't build trust. People do.

Jake Rust

Marissa Smith

Nate Tadje

Catherine White

Lynne Burton

Portside Wealth Group

Will Snider

Kurt Brown

Staci Compagno

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