Trace Cowley Udall, CFP^®

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As CEO and Owner of Udall Wealth Management, I serve as a Wealth Management Advisor and hold multiple professional designations, including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®). With over 30 years of experience in the financial services industry, my role encompasses guiding individuals and business owners through wealth management, tax planning, and strategic consulting, while overseeing the firm’s operations to ensure an exceptional client experience.

I earned my degree in Economics and Russian from Arizona State University, completed the Certified Private Wealth Advisor program from the University of Chicago Booth School of Business, and maintain Series 7, 24, 63, and 65 licenses, along with a Life Insurance License. My approach is straightforward and transparent—I believe the greatest value I can offer clients is honest, practical advice tailored to their goals.

My leadership philosophy centers on integrity, accountability, and empowerment. I strive to create an environment where our team feels supported, trusted, and inspired to deliver excellence. By fostering collaboration and continuous learning, I believe we can provide clients with innovative solutions and a truly personalized experience.

Originally from St. Johns, Arizona, I now live in Mesa with my wife, Shelly, and our two dogs, Oakley and Loki. Outside of work, I am actively involved with the ASU Foundation, including the President’s Club, ASU Athletics, and the Sun Angel Foundation. In my free time, I enjoy cooking for family, friends, and clients; traveling with Shelly to experience new cultures; and following sports like golf, football, basketball, baseball, and hockey.