About Us
History
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
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.
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