Team Kevin Michels, CFP®, EA Financial Planner / President [email protected] Kevin enjoys helping clients with sound, in-depth financial planning. In addition to helping clients manage a diverse portfolio, Kevin brings expertise in tax planning, retirement planning and risk management. Read more David K. Luke, CMP Financial Planner / Founder & Chairman [email protected] David focuses on helping physicians and successful retirees with financial planning, investment and risk management. Read more James (Jim) W. Zeberlein, Jr. CFP® Financial Planner [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, CFP® Financial Planner [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 Kaden Collins Client Service Manager [email protected] Education and Designations Bachelor of Science, Personal Financial Planning – Utah Valley University (2020) Pursuing the CFP designation after graduation Financial Planning Association – Utah Student Chapter Financial... Read more Celeste Kennard Associate Financial Planner [email protected] Education and Designations Certified Financial Planner Candidate™ Certificate of Personal Financial Planning – Utah Valley University Bachelor of Science, Conservation Biology - Brigham Young University Financial Management... Read more Have a Question? Name Email Question Thank you! Oops!