Broker Check

Team

 

David K. Luke, CMP

Financial Planner / Partner

[email protected]

David focuses on helping physicians and successful retirees with financial planning, investment and risk management.

Read more

Kevin Michels, CFP®, EA

Financial Planner / Partner

[email protected]

Kevin enjoys helping clients from all stages in life with sound financial planning. Kevin has especially found a niche in advising small business owners who’d like to create or improve upon their existing company retirement plan.

Read more

James (Jim) W. Zeberlein, Jr. CFP®

Financial Planner

8019944777

8889100507

[email protected]

Jim has over 30 years of experience in personal financial planning including comprehensive financial planning, customized investment management, insurance and estate planning. As a NAPFA Registered Financial Advisor Jim is committed to...

Read more

Dan Loose

Financial Planner

8019944777

8889100507

[email protected]

Education and Designations Certified Financial Planner™ (CFP®) MBA, Thunderbird School of Global Management MA, University of Virginia BA, University of Utah Personal Financial Planning Program Coursework, Utah Valley...

Read more

Jessica Hartzell

Client Service Manager

8019944777

8889100507

[email protected]

Jess graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning. Jess's interest in the financial planning industry was inspired by personal family upbringing, influences such as Dave Ramsey,...

Read more

Have a Question?

Name
Email
Question
Thank you! Oops!