Broker Check

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.

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David K. Luke, CMP

Financial Planner / Founder & Chairman

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

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James (Jim) W. Zeberlein, Jr. CFP®

Financial Planner

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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...

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Dan Loose, CFP®

Financial Planner

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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...

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Kaden Collins

Client Service Manager

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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...

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Celeste Kennard

Associate Financial Planner

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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...

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