Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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What Would You Attempt if You Knew You Could Not Fail?

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This sign has always found a place on display where I can see it nearly every day. This seemingly simple question can take on much deeper roots. What would YOU do? And how do we move from fearing failure to blazing our own path?

Should I be Worried About my Cash at the Bank?

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March 13, 2023

With recent events, now is a great time to review the Federal Deposit Insurance Corporation (FDIC) coverage limits and other cash management strategies available when holding cash in excess of these limits.

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Terra J. Thurgood, CFP^®, CDFA^®

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I love getting to know our clients through their stories, experiences, and unique circumstances. By better understanding them, I'm able to better serve as a guide through life's many, and often unexpected, transitions.

Julie Pos

Throughout my career, I've truly believed that nurturing strong client relationships is the key to building lasting partnerships. I take pride in supporting our team’s efforts to help clients achieve their financial goals.

Shandon Johnson, CFP^®

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I joined MWG in 2017 after receiving my BS in Financial Planning from UVU. Finding balance between enjoying the present and strategizing for a secure financial future is my favorite part of working with our clients.

Jack L. Griffin, EA/LTC

I've been in the financial services industry since 1998 and my extensive experience in tax provides me with a unique ability to provide investment advice in a tax-efficient manner. I reside and service my clients from our branch in Oregon.

Brian Worley, CFP®, CPWA®

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A fascination with investments is what brought me into this industry, but it’s the relationship with our clients and my coworkers that keeps me motivated and fulfilled.

Courtnee Hansen

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Barry T. Watson, CPA, CFP®

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I’m at my best when helping clients gain and maintain financial freedom. The demands of a profession, family and purposeful living are hard to balance. Simplifying a complex financial world is the heart of making it work.

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