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Latest Blog Post

Get The Bike That Makes You Want To Ride

November 02, 2020

Get The Bike That Makes You Want To Ride Many years ago we moved into a new house and started becoming friends with our neighbors. They were pretty serious about road biking, so I pulled my old bike out of the garage and started...

Your Next Big Purchase

November 02, 2020

“Hey honey, the leaves are changing colors and I can’t handle one more minute of the news. Let’s go for a hike.” There’s a chill in the air so you swing through the drive-through coffee shack on the...

Getting Back in the Saddle

November 02, 2020

How would you complete this sentence? If only ______, than I would ____. I thought I needed the perfect scenario too, but really I just needed the right support people. And the longer we wait to get back in the saddle, the harder it is...

Featured Team Member

Brian Worley, CFP®

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.

Terra J. Thurgood, CFP®, CDFA®

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.

Jack L. Griffin, EA/LTC

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.

Barry T. Watson, CFP®

Barry enjoys using his unique skill set to help clients gain financial freedom. He has significant experience with portfolio management, investment analysis, tax, estate, and financial planning by working with financial service firms.

Shandon Johnson

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...

Courtnee Hansen

Courtnee will most likely be the first voice you hear on the phone and the first person to greet you at our office. Her friendly personality provides a warm welcome, whether in person or over the phone.

Office:	801-568-9788
Toll-Free:	800-565-9788
Fax:	801-568-6879