Team David K. Luke, CMP Financial Planner firstname.lastname@example.org David focuses on helping physicians and successful retirees with financial planning, investment and risk management. Read more Kevin Michels, CFP® Financial Planner email@example.com 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 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. Read more Have a Question? Name Email Question Thank you! Oops!