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Holiday Greeting - Valentine’s Day Spending

February 12, 2019

Valentine’s Day means different things to different people. Some welcome Valentine’s Day as a time for romance, while others see it as an opportunity to cherish friends and family. No matter how it’s celebrated, Valentine’s Day...

Tax Efficient Charitable Giving

January 31, 2019

Charitable gifting is important to many of our clients, and while taxes shouldn’t be the main consideration when giving, some strategies may help reduce your tax bill more than others.

Make Sure Your Smart Home is Safe from Cyber Attack

January 29, 2019

Whether you own a house or rent an apartment, building a smart home is easier than it has ever been. Homeowners and renters can purchase kits that integrate specific smart items or they can select smart home products, such as light...

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.

Kari L. Houston, FPQP^®

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.

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 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.

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...

Test Your Estate Strategy Knowledge

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