Born in Newport Beach California Joe attended Orem High School later Snow College where he was named All-American playing Quarterback on the foot

With nearly two decades of experience in the financial services industry, Jennifer is passionate about helping individuals and families navigate

Brandon Oing has spent over 14 years in the financial services industry as a financial advisor. He graduated from John Carroll University with a

As a second-generation estate planning attorney with over 25 years of experience, Kent Phelps appreciates the positive impact a customized estate