Our Team

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Chet is our senior advisor and product specialist. He has been in the financial industry for over 23 years and has a wealth of product knowledge. He has helped many families plan for their retirement. His clients love working with him because he has the ability to take a very complex subject and able to simplify it in a way that it's easy to understand. 

Anu is our pension and retirement strategist.  He has spent the last decade showing his clients safe and sensible ways to ensure peace of mind for their future. Prior to joining our team, he has an education in biological sciences and a career that has spanned, research, logistics, transportation, and the clothing industry, which has nothing to do with the financial industry until he found his calling in showing people find ways to be at ease and comfortable in retirement. 

Jim is our estate planner. With over 20 years of experience, he knows his stuff. He loves speaking to large audiences, and makes death and taxes sound like a party. He earned his Marketing Degree from the Woodbury School of Business at Utah Valley University. 

Tana is our tax expert and a CERTIFIED FINANCIAL PLANNER™.  She holds a series 6 securities license and is also licensed to sell insurance products. Her past experience as an enrolled agent with the IRS gives her the necessary experience to keep that beast at bay.