Broker Check

801.820.6689

Other Professional Partners

I.   Accounting & Tax

Gary Petersen, CPA (Adams & Petersen CPAs)

http://www.apcpas.com

II.  Third Party Administration & Other Retirement Plan Services

Ryan Pedroza, ERPA, QPA, APA  (The Ryding Company)

http://www.trco.com

III.  Estate Planning & Other Legal Services:

Jared D. Bingham, Attorney at Law (Estate Planning, Personal Injury)

http://www.JDBLawFirm.com

Matthew L. Mitton, Attorney at Law (Estate Planning)

http://www.joneswaldo.com/team/matthew-l-mitton/

Gary L. Longmore, Attorney at Law (Estate Planning, Business Succession & Taxation)

http://www.rqn.com/attorney/gary-l-longmore/


IV.  Property & Casualty (Independent Auto, Home Owner's, Umbrella & Business Insurance):

S. Dallas Hamblin & Kristin Jones (HB RISK MANAGEMENT)

https://affordableamericaninsurance.com/hb-risk-management/

V.  Real Estate / Mortgage Lending

Ryan Thurgood (Kings Peak Reality)

http://www.kingspeakrealty.com/

Adam Wilson (VanDyk Mortgage)

https://adamwilson.vandykmortgage.com/

VI.  Health Insurance

Keith Cordon (Encore Benefits)

http://www.myencorebenefits.com/

VII. Federal Benefit Specialist

Cristie Allen (Cristie’s Federal Retirement)

http://www.cristiesfedretirement.com/

VIII. Medicare & Medicare Supplements

Tracy Weir (Senior Med Benefits) & Kristin Jones (HB RISK MANAGEMENT)

tracy.weir@srmedbenefits.com