Biographies

Todd Reid, JD*, CLF

Todd Reid, JD*, CLF

Todd A. Reid is the General Agent of Intermountain Financial Group, the Salt Lake City (Utah)agency of Massachusetts Mutual Life Insurance Company. more »

J.R. Jones, CLU, ChFC, CLTC, CFBS

J.R. Jones, CLU, ChFC, CLTC, CFBS

J.R. Jones has over 30 years of experience in the financial services industry working with Connecticut Mutual prior to the merge with Massachusetts Mutual Life Insurance Company. more »

James K. Duke

James K. Duke

Jim entered into the financial services industry almost 20 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 »

Paul R. Hales

Paul R. Hales

In January of 2011, Paul joined Intermountain Financial Group bringing a decade of proven systems, tools, and industry experience. In addition to being a unit sales manager, Paul has built a practice focused on Insurance, Retirement, and Estate Planning, with an emphasis on tax planning strategies and investments. more »

Justin Ricks, MBA, CRPC, CLTC

Justin Ricks, MBA, CRPC, CLTC

Justin has been in the financial services arena for over 12 years. Justin’s practice specializes in retirement planning*, investment planning, insurance planning, and comprehensive financial planning* for individuals and small businesses. more »

Blake L. Hansen, ChFC, CASL

Blake L. Hansen, ChFC, CASL

Blake Hansen has over ten years of industry experience since graduating from BYU with a Bachelor's in Economics. Blake is a General Agency Sales Manager for the St. George Office. more »

Todd Handley

Todd Handley

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 »

Brian Kasteler

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 »

H. Blake Parkinson

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 strategist, assisting in the design of defined benefit and defined contribution plans, as well as DB/DC combo plans. more »

Gregory W. Williams

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 »

James H. Woodward, CLU, ChFC

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 is an investment advisor representative. more »

Howard Parkinson, MBA, CLU, ChFC

Howard Parkinson, MBA, CLU, ChFC

Howard has 33 years of insurance experience with extensive knowledge in the areas of: 1) Financial protection, 2) Income management, 3) Wealth Accumulation, 4) Tax diversification, and 5) Estate and Charitable Planning. He assists clients in coordinating their life insurance, annuities, and investments with attorneys and accountants in planning for their estate and retirement. more »

Steven K. Knudson, CLU, ChFC, CLTC

Steven K. Knudson, CLU, ChFC, CLTC

Steven Knudson has been helping people and businesses achieve their financial goals for over 30 years. more »

James V. Cardall, CLU, ChFC, CSA, CLTC, RFC

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 »

Spencer Mack, CLU, ChFC

Spencer Mack, CLU, ChFC

Spencer Mack has been affiliated with the agency for more than 30 years working with both businesses and individuals. more »

Boyd Wagstaff

Boyd Wagstaff

Boyd Wagstaff has over 25 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 »

Larry B. Thorpe

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 »

Michael Donaldson, LUTCF

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 »

Brek Bolton

Brek Bolton

Brek Bolton has been assisting clients with their financial goals for over 12 years. more »

Colton W. Reading, CLTC

Colton W. Reading, CLTC

Colton W. Reading, CLTC, graduated in 1999 from Brigham Young University with a Bachelors degree in Zoology and a minor in Business from the Marriott School of Management. He believes strongly in educating himself formally and informally for the benefit of his clients. more »

Kim Hemenway, FSS, LUTCF

Kim Hemenway, FSS, LUTCF

Kim Hemenway has almost 7 years of experience assisting clients with their personal and business needs. Kim is the lead advisor for Utah's Women on Course, a national organization, and works closely with Lawyers and CPAs more »

Patrick Latimer

Patrick Latimer

Patrick Latimer focuses on families and small business owners. more »

John R. Engh, MBA

John R. Engh, MBA

John Engh assists with businesses, families, and individuals realize their financial goals and objectives. more »

Jordan Jones

Jordan Jones

Jordan Jones focuses his practice on strategic alliances with attorneys and accounting firms to assist individuals and businesses with retirement planning, estate tax issues, and asset protection. more »

Jonathan Knudson

Jonathan Knudson

Jonathan Knudson joined the firm in 2004, with four years of previous sales experience. He has a strong passion for Disability Income Insurance. more »

Bret Green

Bret Green

With 14 years of entrepreneurial experience, Bret Green joined our firm to work with business owners/franchisees with their financial strategies. more »

Anthony Panek

Anthony Panek

Anthony Panek brings a vast array of financial and business knowledge. He has worked for a couple of major financial institutions across the country, prior to joining our firm. He has served in various investment consulting capacities where he has concentrated the majority of his efforts in all facets of the petroleum industry. more »

Roger Gardner

Roger Gardner

Roger has three years of previous experience in the financial professional industry, and has chosen to expand his practice by joining Intermountain Financial Group and being backed by not only the strength of the company and products made available to him, but the range of how to help each individual. more »

L. Dee Johnson, LUTCF

L. Dee Johnson, LUTCF

My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you. more »

Anton Brog, MBA

Anton Brog, MBA

Anton Brog has 10 years of experience in the financial services industry. He works in a variety of capacities, as well as has his own practice. more »

Amber M. Dixon

Amber M. Dixon

Amber M. Dixon is the Marketing/Communications Director for the agency. She has 15 years of communications/marketing experience and has been with the company for 10 years. more »

Nancy LaRoque

Nancy LaRoque

Nancy LaRoque has been with the agency for 24 years. Promoted to Business Manager in 2001. more »

Diane Buckwalter

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 »

Vicki Horrocks

Vicki Horrocks

Vicki Horrocks has been affiliated with the agency for 20 years working in a variety of capacities, including 14 as a staff member and six years as an Agent's Assistant. Vicki is a highly diversified and knowledgable staff member. more »

Nancy Mascarenas

Nancy Mascarenas

Nancy Mascarenas joined MassMutual 23 years ago and possesses 30 years of industry experience. more »

Lesley Walker

Lesley Walker

Lesley Walker, General Agent Executive Assistant, joined the firm in 2003 with 4 years of previous industry experience. 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