Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

*Corporate Headquarters

Calvin Welling, CLU, ChFC, CFP, LUTCF, CFS

Terry Bexell

Joshua Buck

Jim  Burton

Quinn Campbell

Carin Chugg

Kirk Chugg

Laura  Guthrie

Susan Johnson

Gaye Loftus

Brady Reeves

Tonya Riedel

Al Robinson, CLU, ChFC 

Connie Russell-LeBlanc

Cami Scott

Teri Stander

Jared Van Orden

Brendon Wright

Chris Wright

Heritage Financial Group, Evanston WY

Mike Kallas

Heritage Financial Group, Orem

Adam Ewell

Travis Ewell

Elizabeth Vance

Kerynne Vance

Heritage Financial Group, Salt Lake City

Dan Harding, CLU

Lamar Breshears

Melissa Burridge

Craig Cheney

Lincoln  Clark

Nate Crowther

DeAnna Farr

Kevin C. King

Tara  Pincock

David Rich, CSA, CLTC

Dix K. Waddell, CLU

Jensco

Jerry  Jensen

Ulrich and Associates

Clark Ulrich

West Capital Advisors

David West