Dallan Graham, CFP® recently graduated from Utah Valley University in the spring of 2025 with a Bachelor of Science in Personal Financial Planning. He has also earned his CERTIFIED FINANCIAL PLANNER™ designation. Currently serving as a Paraplanner at Trek Financial, Dallan is gaining hands-on experience supporting coworkers and clients with a wide range of financial needs.

Born and raised in Heber City, Utah, Dallan enjoys spending time outdoors, especially playing tennis, pickleball, and backpacking. He also spent two years in Detroit, Michigan, serving a volunteer mission for his church. He now resides in Utah County.