Broker Check

801-424-0020

Team

Find Your Advsior Today

  • Alan Bluemel
  • Antoinette Cross
  • Ben Robertson
  • Brandon J. Clarke*
  • Braxton Stofferahn
  • Bret Andrus*
  • Brian Ellis
  • Calvin Welling*
  • Chad Parker
  • Chase Vaseleou*
  • Chelsi Halladay
  • Craig Jewett
  • Crystal Childs
  • Darcy Johansen*, FSS
  • Darren Johansen
  • David Thompson
  • Deanna Boyd
  • Duane Toney
  • Eric Pyles*
  • Fred Clare*
  • Gregory Brown*
  • Henry Volkman*
  • James "Woody" Woodall*
  • Jason Rucker*
  • Jeff Johansen*
  • Jerry Borrowman, MSFS, CLU, ChFC, CAP, LUTCF
  • Jess Stevens
  • John Mickelson
  • John Crowley*
  • Kaden Cole
  • Karen Priest
  • Kate Jamison
  • Kerry Snell
  • Kurtis Heldt
  • Larry Kiser*
  • Larry Henderson
  • Leonard "Bo" Graham
  • Martin Harker
  • Michael Ulrich
  • Michael Deraedt
  • Michael J. Stevens*
  • Monty Andrus, CLU, ChFC
  • Nancy Tiffany
  • Nathan Sachs
  • Nelson Lewis*
  • Paul Decker
  • Richard Poulton
  • Spencer Peterson
  • Steve Rasmussen
  • Steve Hasson
  • Terri Egelund
  • Travis Ewell*
  • Trevor Phibbs
  • Wes Snell*, CLU, ChFC, RICP
  • Winn Greenwood*

Salt Lake CIty

Jeff Johansen*

Jeff Johansen*

Managing Partner

(801) 331-7800

Darcy Johansen*

Darcy Johansen*, FSS

Sales Manager

(801) 424-0020

(801) 424-0030

Monty Andrus

Monty Andrus, CLU, ChFC

Financial Adviser

(801) 424-0020

Martin Harker

Martin Harker

Operations Manager

(801) 424-0020

(801) 424-0030

Chase Vaseleou*

Chase Vaseleou*

Director of Field Supervision & Compliance

(801) 424-0020

(801) 424-0030

Kate Jamison

Kate Jamison

HTK Coordinator

(801) 424-0020

Jerry Borrowman

Jerry Borrowman, MSFS, CLU, ChFC, CAP, LUTCF

Director of Advanced Markets

(801) 424-0020

(801) 424-0030

Antoinette Cross

Antoinette Cross

Talent Acquisition

(801) 424-0020

(801) 424-0030

Nancy Tiffany

Nancy Tiffany

New Business

(801) 424-0020

(801) 424-0030

Terri Egelund

New Business

(801) 424-0020

(801) 424-0030

Crystal Childs

Crystal Childs

Executive Assistant

(801) 424-0020

(801) 424-0030

Alan Bluemel

Alan Bluemel

(801) 746-8301

Bret Andrus*

Bret Andrus*

(801) 424-0020

Craig Jewett

Craig Jewett

(801) 447-9487

Gregory Brown*

(801) 424-0020

Henry Volkman*

Henry Volkman*

(801) 424-0020

James "Woody" Woodall*

James "Woody" Woodall*

(801) 424-0020

John Mickelson

John Mickelson

(435) 755-9400

Kurtis Heldt

Kurtis Heldt

(801) 856-5804

Larry Henderson

(719) 924-8718

Leonard "Bo" Graham

(801) 424-0020

Michael Deraedt

Michael Deraedt

(801) 424-0020

Paul Decker

Paul Decker

(208) 529-9200

Richard Poulton

Richard Poulton

(801) 424-0020

Steve Rasmussen

(801) 424-0020

Duane Toney

(801) 683-1000

Wes Snell*

Wes Snell*, CLU, ChFC, RICP

Retirement Income Specialist

(801) 446-3298

(801) 606-3444

John Crowley*

John Crowley*

Agent

(801) 424-0020

801-424-0030

Steve Hasson

Steve Hasson

Director of Marketing

8004240020

Trevor Phibbs

Trevor Phibbs

Financial Adviser

(801) 808-2559

David Thompson

David Thompson

Adviser

8004240020

Braxton Stofferahn

Braxton Stofferahn

Adviser

(801) 424-0020

(801) 424-0030

Deanna Boyd

Deanna Boyd

Receptionist

8004240020

8004240030

Ogden Office

Calvin Welling*

Financial Adviser

(801) 564-6700

Michael J. Stevens*

Michael J. Stevens*

(801) 476-1776

Orem Office

Travis Ewell*

Travis Ewell*

Sales Manager

(801) 331-7800

Karen Priest

Karen Priest

Office Manager

(801)-331-7800

Brian Ellis

Brian Ellis

(801) 375-2266

Darren Johansen

Darren Johansen

(801) 331-7800

Jess Stevens

(801) 331-7803

Ben Robertson

Ben Robertson

(435) 272-2135

Chelsi Halladay

Chelsi Halladay

Field Administrative Associate

(801) 331-7800

Kaden Cole

Financial Adviser

(801) 331-7800

(801) 331-7751

Spencer Peterson

Spencer Peterson

Agent

801-331-7800

Arizona

Nelson Lewis*

Nelson Lewis*

Financial Adviser

Brandon J. Clarke*

(480) 219-8522

Eric Pyles*

Eric Pyles*

(480) 219-8522

Fred Clare*

Fred Clare*

(480) 219-8522

Jason Rucker*

(480) 219-8522

Nathan Sachs

(800) 845-9091

Southern Utah

Chad Parker

(435) 628-8773

Larry Kiser*

Larry Kiser*

(435) 674-7744

Michael Ulrich

Michael Ulrich

(435) 586-4300

Winn Greenwood*

(702) 475-6363