Staff & Professional Network
When you work with us, you'll be working with a team of trusted professionals who will take the time to understand your situation. We'll take a comprehensive approach to your finances, recommending only those products that are tailored to your needs and goals. We offer the best in financial planning, so contact us today!
Meet Our Team
Caleb Duron, RFP®
President & Registered Financial Planner
For over a decade, he has been teaching, training, and mentoring financial representatives throughout the US to assist clients with a variety of financial concepts and strategies.
Insurance Agents
Ruby L.
Licensed Agent:
Life & Health Agent
Dion F.
Licensed Agent:
State & Federal Employee Specialist
Katrina C.
Licensed Agent:
grants for non-profit agencies through out Fraternal providers
Bee D.
Head of Marketing & Licensed Agent
Investment Advisor Representatives
Our network of independent Investment Advisors operate through their own Registered Investment Advisories (RIAs). If you’re seeking investment advice on securities products, please reach out to us, and we will connect you with the appropriate advisor directly.
Case Design Team
David Johnson, CFP®
Leo Carton, CFP®
Gordon Defiel, CFP®
Brian Letourneau, CFP®
Mark H.
Kevin S.
Meet Our Professional Network
Luz Eastman
Eastman Accounting &
Tax Services
We are tax professionals located in Ogden, Utah, and we serve our clients since 2004. We specialize in small businesses. We help our clients in English and Spanish. We provide accounting, bookkeeping, payroll, income taxes; and all tax and services related to small businesses and individuals.
Israel Salas
The Salas Lending Team
Israel Salas has expert knowledge with proven results in all facets of the home loan process. With over 19 years of mortgage experience navigating the through the ups and downs of the real estate/ lending market.
Dane Emmel
Lone Wolf-Alpha Consultants
Lone Wolf-Alpha Consultants provides unparalleled personalized accounting services to a broad range of clients across the Pueblo area. As your accountants, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, tax preparer, and guide along your path to success.
