Our Firm

Van has been working with individuals and businesses throughout Utah and the Southwest since the year 2002. He has an additional 20 years of experience in accounting and finance for the local mining industry. Van graduated from Southern Utah University with degrees in Business Administration and Accounting and is licensed in the securities and insurance industry. 

A native of the beautiful red rock country of Moab, Utah, Van and his wife Chris have been married 46 years and raised three daughters in Price, Utah. Together they now enjoy eight grandchildren and the Utah Jazz!

After studying Business Administration and Management at Stevens Henager College, Stacy has spent the past ten years in the financial services industry with several large and respected national financial firms. She received professional recognition for high standards and integrity as she advised clients in numerous areas such as budgeting, investments, and retirement planning.

Stacy is excited to be working out of the Price, Utah office and loves the opportunity to become part of the community and help clients simplify their financial life and be confident about their future.

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Garrett is a Price, Utah native. He graduated from USU Eastern with a Bachelor's in Business Administration, holds the designation of Chartered Retirement Planning Counselor^SM, and is licensed in the securities and insurance industries. Before joining our team he worked for one of the largest investment banks in the U.S.. As an advisor for that firm he helped individuals with financial health, retirement planning, and investment management. Garrett's passion as an advisor is helping individuals discover what vision they have for their financial futures and supporting them along the road to achieving that goal. Outside of work Garrett is a husband, and father to three beautiful children. 

Teri has worked in the insurance industry for a combined 19 years and is licensed in property, casualty, and life insurance. She has been recognized for her dedication to prompt, accurate and caring service to her clients. Through training and experience, Teri has also become a reliable "go to" source for guidance and assistance in coordinating social security and medicare benefits for our clients.

Teri and her husband Herman have been married 38 years and have lived in Price during most of those years.