Broker Check

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


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)

801-532-1234, http://parsonsbehle.comMMitton@parsonsbehle.com

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):

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)

http://www.myencorebenefits.com/

VII. Federal Benefit Specialist

Cristie Allen (Cristie’s Federal Retirement)

http://www.cristiesfedretirement.com/

VIII. Medicare, Medicare Supplements & Medicare Advantage Plans

Tracy Weir (Senior Med Benefits) & John Brinkerhoff / Dallas Hamblin (HB RISK MANAGEMENT)

tracy.weir@srmedbenefits.com

jbrinkerhoff@hbriskmgmt.com

dallas@hbinsuranceservices.com

IV.  IT Administration & Support

Trevor Livingston (Galaxy IT)

https://galaxyit.com/