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!