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