Team

Our talented and experienced team is committed to maintaining the highest professional standards. We work collaboratively for each client of the firm to provide expert advice for every area of each unique financial plan.

      

 

Brian Worley, CFP®

Managing Partner/ Wealth Advisor

801-568-9788

801-568-6879

Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients effectively work toward achieving their goals by developing personalized financial plans and investment portfolios.

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Terra has been providing tax & financial planning services for clients since 1999. She works to simplify the complexities of each client’s financial world, allowing them to focus on the things that matter most.

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Kari L. Houston

Client Support Specialist

801-676-5538

801-568-6879

As our Client Support Specialist, Kari will likely be the first voice you hear when you call and the first person to greet you at our office. She will also assist you with scheduling financial updates and completing necessary paperwork.

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Barry Watson joined us in January 2017. Prior to joining our firm, he developed an extensive skill set with significant experience with portfolio management, investment analysis, tax, estate, and financial planning.

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Jack has been in the financial services industry since 1998. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner. Jack services his clients from our branch in Oregon.

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Shandon Johnson

Operations Assistant

(801)568-9788

(801)568-6879

Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University and is currently working towards receiving his CFP® certification. Shandon worked his way through college at a local...

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