

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!


Everlast Agency Network

Jasveer Malik
Agency Owner

Rick Kam
Agency Owner
Everlast Team

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

Phil R.
Licensed Agent:
Investment Advisor Representative
Licensed Fiduciary

Alexis P.
Licensed Agent:
Life & Health Agent

Tammy M.
Licensed Agent:
Medicare & Health Care Specialist

Mary Ann S.
Spending Behavior Coach

Bee D.
Head of Marketing & Licensed Agent
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.
Investment Advisor Representatives
Case Design Team
David Johnson, CFP®
Leo Carton, CFP®
Gordon Defiel, CFP®
Brian Letourneau, CFP®
Mark H.
Kevin S.
These are individuals and businesses we trust to take care of our clients like family. Whether you're looking for a local realtor, attorney, tax expert, or specialist in another area, this list is here to support your journey.
Trusted Professionals in Our Network
Your trusted partner for tax prep, bookkeeping, payroll, and financial planning — delivering affordable, high-quality service with a personal touch.
Davie Mae
Daisy Mae’s Bookkeeping & Payroll Services

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.
Israel Salas
The Salas Lending Team

Lone Wolf-Alpha Consultants provides unparalleled personalized accounting services to a broad range of clients across the Pueblo area. We are ready and able to serve as your financial planner, tax planner, tax preparer, and guide along your path to success.
Dane Emmel
Lone Wolf-Alpha Consultants

On-Site Printing Service of Plastic ID Badges for Events, Conventions, Conferences, Trade Shows, Outdoor Events
The Badge Guy
IDBadgeExpo

Coach Connie, is the CEO and founder of Creating Greatness LLC, a coaching and consulting firm. With over 15 years of experience as a mindset and business coach, Connie is the real deal,bringing an energetic and strategic approach that delivers excellence, clarity, and results to entrepreneurs ready to elevate their business to the next level.
Connie Romero
Creating Greatness LLC

Hello beautiful souls! Linsey is a certified Reiki practitioner. She is certified in Usui Holy fire III Reiki, and Holy fire III Karuna Reiki. She creates space for others to heal and feel at peace, located in North Ogden, Utah.
Linsey Juarez
Cleansing Heart

Samantha Bricco is an Intuitive Alignment Coach, spiritual guide, and mindfulness instructor who helps clients break free from limiting patterns and step into their fullest truth. Through a blend of coaching, somatic practices, energy work, astrology, and yoga, she supports individuals in healing, reconnecting with their inner power, and living a more empowered, untethered life.
Sami Bricco
Untethered Healing

At Hearthstone Senior Advisors, we provide completely free placement services for seniors and their families across Utah. Whether you're navigating assisted living, memory care, or independent living options, we guide you every step of the way with compassion, clarity, and expertise.
Serving Utah County, Salt Lake County, and surrounding areas.
Mindy Muller
Hearthstone Senior Advisors

With over 30 years of experience working with children and families, she brings a compassionate, strengths-based approach to helping clients heal from trauma and build lasting emotional resilience. Her practice combines traditional therapy with creative and holistic methods—such as play therapy, sandtray, and CranioSacral Therapy—to support healing at every level.
Andrea Lauritzen
Becoming Exceptional Healing Center


