Our Team
How We Work
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.
Klint Kennedy
Principal Wealth Advisor
Klint was born in Northern California and grew up in Jackson, Wyoming. He moved to Utah to attend Weber State University. He has worked in finance for over two decades and has been a licensed financial advisor since 2010. Klint spent...
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Garren Decker
Principal Portfolio Manager
Garren is a dedicated and committed financial advisor with over 25 years of experience. He was born and raised in Utah and graduated from Weber State University with a degree in math and physics. Garren owned a successful small...
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Bryce Decker
Principal Wealth Advisor
Bryce is a Utah native that has lived much of my life in northern Utah. He graduated from Utah State University where he majored in Business Administration and earned a Bachelor of Arts degree. As a devoted Financial Advisor with seven...
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Michael Frandsen
Principal Wealth Advisor
Mike help individuals and families navigate retirement, wealth management, investment planning, Social Security, Medicare, and other important financial decisions with confidence. He believes financial planning is about more than...
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Cortney Judkins
Office Manager
"I love to see people succeed and celebrate those milestones with them. I feel what I do is important. I love helping people and it is easy for me to put myself in their shoes." After 26 years at Edward Jones, Cortney was...
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Ashlee Johnson
Office Assistant
Ashlee grew up in Northern Utah and attended Weber State University. She's been in the finance and customer service business for many years. Ashlee enjoys working with clients and helping them reach their investment goals. In her free...
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