About Us
With all the uncertainty in the world today, we know how stressful it can be just thinking about finances and the future. We care for you and your loved ones. We want to be there with you through life’s journey as you make the financial decisions that help you achieve your dreams and goals. In order to guide you, we conduct a thorough review of your current financial situation and make practical recommendations for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you.
Our Advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy, giving you the peace of mind you deserve.
We listen. We advise. We care.
Dale Black
Executive Director
(801) 770-1291
Dale Black was born in Monticello, Utah and raised in Blanding, Utah. His father owned a motel and service station in Blanding and at the age of eight years old Dale went to work for his father in his service station. At the ripe old...
Michael Corrigan
Executive Director
(801) 770-1291
Michael was born in San Diego, California but grew up splitting time between schooling in California during the Fall and Winter months, and working “vacations” in Central Utah on his grandparent’s poultry and...
Glen Sjoberg
Executive Director
(801) 770-1291
It was the spring of 1984 that Glen Sjoberg graduated from Weber State University in Data Processing. He was fascinated with one of his senior level classes on databases and was particularly intrigued with the relational model for...
Deb Christensen
Associate Director
(801) 770-1291
Deb was born in Logan, Utah and was the third of eight children, spending most of her early years residing in Pocatello, Idaho. At the age of eight her father was called to serve a religious mission in Seoul, Korea. She resided there...
Rodney Johnston
Associate Director
(801) 770-1291
Richard Wayne Harris
Associate Director
(801) 770-1291
Rich was born in California under the shadow of the Matterhorn rollercoaster at Disney land. He moved to Utah when he was 8 years old where his father pursued real-estate at Century 21. He loved sports and became interested in Physical...
Marc Jensen
Associate Director
(801) 770-1291
Marc was born and raised in Delta, Utah where he grew up in the family business. Alongside his father and his brothers, he helped run the family farm growing alfalfa, barley, and corn. His duties included all kinds of work on a several...
Stephen K Roberts
Associate Director
(801) 770-1291
Josh Wright
Associate Director
(801) 770-1291
Josh Wright has been helping individuals and families maximize their potential personally, professionally and financially for over a decade. He is a former Owner/Branch Manager of SecurityNational Mortgage-Wasatch as well as an...
Laurie Hancock
Associate Director
(801) 770-1291
William Sefcik
Associate Director
(801) 770-1291