Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder | Wealth Advisor
David is a Salt Lake City native, a graduate from Willamette University (Oregon), and previously has worked in Israel, all of which has taught him the importance of a sound financial future. David is an alumnus of Beta Theta Pi social...
Susan Wieck is a native Montanan, but has been circling the Rocky Mountains since leaving the University of Montana upon graduation. She has lived in Denver, Colorado and Dallas, Texas and been in Salt Lake City, Utah since 2004. She...
Stephen Ranson was born in Utah and has the strong work ethic that is typical of a native Utahn. He spent a number of years in Washington state and completed his undergraduate work at BYU and received his MBA from the University of...
Client Experience Specialist
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have over 40 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.