The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Michael Maddocks

Michael Maddocks

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing

Education

2003 - Finance Degree from the University of Utah
AR License #7648890

VISIT MY WEBSITE

John Finlayson Holmgren

John Finlayson Holmgren

Private Wealth Advisor

More about me...

Designations

MBA, ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Family Finances

Education

State University of New York at Binghamton, MBA, Brigham Young University, BFA
CA Insurance #0D32347 AR License #724757

VISIT MY WEBSITE

Carina Knecht

Carina Knecht

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning

Education

Master of Science, Societal Risk Management, Karlstad University, Sweden, Master of Science, Strategic Leadership for Sustainability, Blekinge Techniska Hogskola, Sweden, Bachelor of Arts, Political Science, Brigham Young University, Provo, Utah
CA Insurance #0K34143

VISIT MY WEBSITE

Randy Graham

Randy Graham

Financial Advisor

More about me...

Designations

MBA
CA Insurance #0L43851

VISIT MY WEBSITE