Biographies
Todd Reid, JD, CLF
Todd A. Reid is Intermountain Financial Group’s General Agent located in Salt Lake City, Utah. Intermountain Financial Group is the Salt Lake City agency of Massachusetts Mutual Life Insurance Co. more »
James K. Duke
Jim entered into the financial services industry 17 years ago receiving awards for Rookie of the Year, Associate of the Year, Man of the Year, and the highest honor for a Sales Manager with Massachusetts Mutual Life Insurance Company, the Gold Bowl for Sales Manager of the Year. more »
Justin Ricks, MBA, CRPC, CLTC
Justin has been in the financial services arena for over 11 years. Justin’s practice specializes in retirement planning*, investment planning, insurance planning, and comprehensive financial planning* for individuals and small businesses. more »
H. Blake Parkinson
H. Blake Parkinson is currently the Retirement Specialist for Intermountain Financial Group, specializing in qualified retirement plans, executive compensation plans and estate planning. He is also a qualified plan administrator and consultant, specializing in the design of defined benefit and defined contribution plans, as well as DB/DC combo plans. more »
Brian Kasteler
As the Agency’s Investment Specialist*, Brian brings his experience of investment and asset allocation* strategies to our team. Brian focuses on promoting and facilitating the investment* aspects of our business. more »
Gregory W. Williams
Greg is a specialist in "Transition Planning". The focus of his practice is in working with individuals and families exiting a business, making a job transition or retirement planning. more »
Todd Handley, CLTC
Todd has been in the Financial Planning Profession since January of 1990. He has enjoyed the business and the relationships he is able to form with his clients and their families. Todd works with other Professionals i.e. Attorneys and CPA's to make sure the planning process is complete and coordinated for his clients. more »
James H. Woodward, CLU, ChFC
James H. Woodward is a Magna Cum Laude graduate of the University of Utah and holds Master of Financial Services from the American College. He holds the following professional designations, CLU, Chartered Financial Consultant and Registered Investment Advisor. more »
Steven K. Knudson, CLU, ChFC, CLTC
Steven Knudson has been helping people and businesses achieve their financial goals for over 30 years. more »
Boyd Wagstaff
Boyd Wagstaff has over 20 years of retirement and benefits planning experience. He is a principal in the firm of Wagstaff & Crawford that currently provides financial and insurance services to clients in 12 states and Canada. more »
James V. Cardall, CLU, ChFC, CSA, CLTC, RFC
Jim has been in the financial services arena for over 20 years. Jim’s practice specializes on retirement planning*, estate planning**, business exit planning and comprehensive financial planning* for individuals and business owners. more »
Larry B. Thorpe
Larry’s practice continues to succeed as he specializes in helping business owners and individuals maximize the use of company cash flow dollars and incomes to make each dollar work the hardest it can to accomplish the desired goal. more »
Jonathan Knudson
Jonathan Knudson joined the firm in 2004, with four years of previous sales experience. more »
Jordan Jones
Jordan Jones focuses his practice on helping individuals and businesses with retirement planning, investments, and asset protection through the use of fixed insurance products. more »
Michael Donaldson, LUTCF
Michael (Mike) Donaldson has been working as a financial professional for the past nine years working with individuals and businesses with their financial goals. more »
Bonnie Muir
Bonnie Muir joined the agency with 5 years of previous entrepreneurial sales experience. She co-hosts Pearls of Wisdom Seminars reaching out to women to help educate them, as well as meet with them to discuss their financial future. more »
Nancy LaRoque
Nancy LaRoque has been with the agency for 24 years. Promoted to Business Manager in 2001. more »
Lesley Walker
Lesley Walker, General Agent Executive Assistant, joined the firm in 2003 with 4 years of previous industry experience. more »
Diane Buckwalter
Diane joined the agency over five years ago, after 14 years with Morris Travel working with people and assisting various departments. Diane’s customer relations experience has created a welcoming atmosphere for the individuals who walk through Intermountain Financial Group’s doors. more »
*Securities and investment advisory services offered through Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 6340 South 3000 East, Suite 500, Salt Lake City, UT 84121 Phone: (801) 943-6277
