Team

Jon loves to work with clients to build a successful retirement. Jon has been interested in investing since the age of 15 when he first read "The Richest Man in Babylon", by George Clason. This simple book dispenses financial advice...

Nate has been happily married for four years to his wife, Lauren, and are new puppy parent's to their mini Goldendoodle, Copper. Nate and Lauren live in West Jordan, love playing sports (Lauren's better at soccer than Nate) and...

Kwintone focuses on finding money his clients may be losing unnecessarily. He teaches clients how to become aware of the rules of the financial world. His practice attracts pre-retirees, retirees, successful individuals and business...

Lorraine has a lot of experience in customer service and helping clients. She has done many other jobs prior to being a Financial Advisor at Retirement Strategy Group, such as camera operator for KSL TV, a clerk for a criminal judge and...

Favorite Quote: “It’s that it is not how much money you make in life, it is what you do with your money that is important.” Dawn has worked in the financial industry for over 20 years, including positions as a fixed...

Marques graduated from the University of Utah with a degree in finance and spent the last several years working in retirement plan administration. He is excited to move into the advisory world and continue his career in finance....