Other Professional Partners
Please inquire for specifics about how and why we feel these specific, trusted professionals may be of benefit to your household or business based on their own areas of expertise. They are here because of our experience with them over time in meaningful ways both personally and professionally.
I. Accounting & Tax
II. Third Party Administration & Other Retirement Plan Services
Ryan Pedroza, ERPA, QPA, APA (The Ryding Company)
III. Estate Planning & Other Legal Services:
Jared D. Bingham, Attorney at Law (Estate Planning, Personal Injury)
Matthew L. Mitton, Attorney at Law (Estate Planning)
801-532-1234, http://parsonsbehle.com, MMitton@parsonsbehle.com
Gary L. Longmore, Attorney at Law (Estate Planning, Business Succession & Taxation)
IV. Property & Casualty (Independent Auto, Home Owner's, Umbrella & Business Insurance):
John A. Brinkerhoff & S. Dallas Hamblin (HB RISK MANAGEMENT)
https://agents.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/
Kate Undhjem (VanDyk Mortgage)
(801) 770-2892, kundhjem@vandykmortgage.com
VI. Health Insurance
Keith Cordon (Encore Benefits)
VII. Federal Benefit Specialist
Cristie Allen (Cristie’s Federal Retirement)
VIII. Medicare, Medicare Supplements & Medicare Advantage Plans
Tracy Weir (Senior Med Benefits) & John Brinkerhoff / Dallas Hamblin (HB RISK MANAGEMENT)
IV. IT Administration & Support
Trevor Livingston (Galaxy IT)