Broker Check



David K. Luke, CMP

Financial Planner

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

Financial Planner

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.

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Christine Kocherhans

Client Service Manager

Christine comes from an impressive background. After graduating from the University of Utah with a dual bachelor’s degree and MBA, Christine worked as a business analyst and marketing manager for many large national firms.
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