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Change over time is normal and even expected, but sudden deviations can be difficult to process. Today, our lens often tilts to the negative and we have a hard time seeing the positive. We may just need to shift our view a bit.

What are I Bonds?

May 24, 2022

What are I Bonds? Series I Savings Bonds are U.S. Savings bonds that are meant to be used as a protection from inflation. How to buy I Bonds I Bonds are purchased directly through the U.S. Treasury. Purchase limits of $10,000/person/year.

How to Buy I Bonds Direct from the Treasury

May 12, 2022

Featured Team Member

Brian Worley, CFP®, CPWA®

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^®

Schedule Time with Terra

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.

Shandon Johnson, CFP^®

Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University in 2017 and his CFP® certification in 2021.

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.

Julie Pos

Julie Pos is the newest member of the Martin Worley Group. As a 20+ year mortgage professional, she brings practical experience within the financial sector and a passion for strong client relationships.

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