Broker Check

Advisors

Ray  Johns

Ray Johns RFC®, CEP™

Managing Partner - Provo Office

Kurt Brown

Kurt Brown

Partner - Provo Office

Garen Winn

Garen Winn

Partner - Provo Office

Brad Sorensen

Brad Sorensen

Wealth Advisor - Provo Office

Tyson Wakley

Tyson Wakley

Wealth Advisor - St. George Office

Shane Jensen

Shane Jensen ChFC

Wealth Advisor - St. George Office

Brent  Cochran

Brent Cochran

Wealth Advisor-Salt Lake City Office

Administrative Staff

Alyssa Davis

Alyssa Davis

Administrative Assistant

Kimberly Searle

Kimberly Searle

Administrative Assistant

Denise Jensen

Denise Jensen

Administrative Assistant - St. George Office

Michael Larsen

Michael Larsen

Assistant Office Manager

Support Staff

Caishalynne  Richins

Caishalynne Richins

UVU Financial Planning Intern

Kevin Cowan

Kevin Cowan

UVU Financial Planning Intern

Kylee Nelson

Kylee Nelson

UVU Financial Planning Intern

Sam Jones

Sam Jones

UVU Financial Planning Intern