About Us

History

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Roger Merrill

Managing Director

Roger Merrill

Managing Director

What quality of yours makes you best suited for what you do?

I love to help people. I am an avid student of my craft, and I love discovering new ways to serve my clients.

What is your favorite place in Utah?

I love Utah’s diverse beauty of mountains, lakes, and canyons, and its pioneer heritage.

What is the best gift you’ve ever received?

The best gifts are my family, friends, work associates, and hundreds of devoted clients.

What personal accomplishments are you most proud of?

I am most proud of having a 50-year career spent helping clients attain their financial goals.

What are some things you most enjoy helping clients with?

I enjoy the close relationship and trust I have with my clients.

What is something about yourself that surprises people when they first learn it about you?

Most people are surprised that I learned Vietnamese and served as an interrogator of prisoners of war during the Vietnam conflict.

Do you have a favorite lesson you’ve learned about investing/life?

The greatest lesson I have learned is to remain optimistic, ignore the economic and political noise, and keep on track.

Greg Merrill

Greg Merrill

Financial Advisor

Greg Merrill

Financial Advisor

What quality of yours makes you best suited for what you do?

I’m a good listener. I’m able to help people get out of their own way and help prioritize what matters most to them to help them see the big picture.

What is your favorite place in Utah?

Lake Powell.

What is the best gift you’ve ever received?

One of my little girls was born on Christmas Eve. Otherwise, my set of golf clubs.

What personal accomplishments are you most proud of?

I’m going on four years of running 1,000 miles a year.

What are some things you most enjoy helping clients with?

I love helping someone with a lot of pieces solve the puzzle that is their financial plan.

What is something about yourself that surprises people when they first learn it about you?

How much I love everything Disney.

Do you have a favorite lesson you’ve learned about investing/life?

Stay patient. It’s not about the daily accomplishments: It’s about the long-term accomplishments.

Greg Merrill

Scott Peck

Financial Advisor

Scott Peck

Financial Advisor

What quality of yours makes you best suited for what you do?

I love learning new things, so meeting people and learning about their stories brings me great joy.

What is your favorite place in Utah?

Besides my home, probably Bear Lake; everything about it is fun: family, friends, water, raspberry shakes, etc.

What is the best gift you've ever received?

I got a go-kart when I was about eight years old. I was a big fan of the Mario Kart game that had just come out, so I remember being so excited to drive around the track in real life.

What personal accomplishments are you most proud of?

As cliché as it sounds, I have to say marrying my wife.

What are some things you most enjoy helping clients with?

I enjoy helping clients live their best lives today while preparing themselves for the future. I love helping clients realize that they are going to be ok with their finances—seeing the excitement and weight come off their shoulders is so rewarding.

What is something about yourself that surprises people when they first learn it about you?

My wife and I were raised in a rural part of California. Growing up around agriculture, we’ve wanted to give our kids that experience, so we maintain a pretty robust garden with over a dozen varieties of fruits and vegetables.

Do you have a favorite lesson you've learned about investing/life?

Let’s write our plans in pencil and stay focused on the process of being a little less wrong tomorrow.

Benjamin Gajardo

Financial Advisor

Benjamin Gajardo

Financial Advisor

What quality of yours makes you best suited for what you do?

I can connect with people on a personal level and help them address their financial worries. I am lucky to be able to do what I love daily. 

What is your favorite place in Utah?

Bear Lake, Utah.

What is the best gift you've ever received?

The best gift I’ve ever received was an “adventure book” that shows all the fun memories my wife and I have made. 

What personal accomplishments are you most proud of?

I am most proud of graduating with a degree in finance from Brigham Young University.

What are some things you most enjoy helping clients with?

I most enjoy helping clients with the investment planning portion of their financial plans. Creating a strategy that helps clients reach their goals is a fulfilling experience. 

What is something about yourself that surprises people when they first learn it about you?

I was a collegiate athlete at BYU; I played on their tennis team for four years.

Do you have a favorite lesson you've learned about investing/life?

Don’t be afraid of volatility; tune out the news and systematically invest. It will pay off in the long run.

Greg Merrill

Benson Blake

Financial Advisor

Benson Blake

Financial Advisor

What quality of yours makes you best suited for what you do?

I am passionate about teaching others and financial planning. I am fortunate that this career allows me to do both daily.

What is your favorite place in Utah?

It’s a tie between Hobble Creek Golf Course, Deer Valley Ski Resort, and Lavell Edwards Stadium.

What is the best gift you've ever received?

Easily my two daughters.

What personal accomplishments are you most proud of?

Serving a church mission, becoming a CPA, and trying my best to be a good husband and father.

What are some things you most enjoy helping clients with?

I love helping clients plan for all aspects of their financial futures and overcoming obstacles as they arise along the way.

What is something about yourself that surprises people when they first learn it about you?

Multiple times, I have achieved Galactic Hero status on the Disneyland Buzz Lightyear ride.

Do you have a favorite lesson you've learned about investing/life?

I have two favorite lessons:

  1. The right time to start investing and planning for your future is today.
  2. Money is a vehicle to help you reach your goals and bless the lives of others rather than the goal itself.
Greg Merrill

Jacob Talbot

Investment Operations

Jacob Talbot

Financial Advisor

What quality of yours makes you best suited for what you do?

Authenticity. I am clear and genuine in how I reflect my ideas and explain challenging concepts to clients.

What is your favorite place in Utah?

Smith’s Ballpark to watch the Bees! I love baseball and am at my happiest in any ballpark.

What is the best gift you've ever received?

My son.

What personal accomplishments are you most proud of?

I mastered the perfect chicken teriyaki recipe.

What are some things you most enjoy helping clients with?

I enjoy solving problems for clients and helping them find more comfort with their financial situation.

What is something about yourself that surprises people when they first learn it about you?

I walked on to the BYU football team as a wide receiver.

Do you have a favorite lesson you've learned about investing/life?

Never let emotions interfere with your long-term goals. In the words of Warren Buffett, “The most important quality for an investor is temperament, not intellect.”

Sadee Simmons

Office Manager

Greg Merrill

Caroline Talbot

Administrative Assistant

Chase Crockett

Wealth Management Intern

Greg Merrill

Ethan Gunn

Wealth Management Intern

Greg Merrill

Parker Westover

Wealth Management Intern

Tim Nefdt

Investment Operations Intern

Greg Merrill

Nathan Rossberg

Investment Operations Intern

Schedule an appointment today

Send a message

Call our office