Team David K. Luke, CMP Financial Planner email@example.com David focuses on helping physicians and successful retirees with financial planning, investment and risk management. Read more Kevin Michels, CFP®, EA Financial Planner firstname.lastname@example.org 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 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 Jessica Hartzell Client Service Manager 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!