Producers
Salt Lake City Office
Shawn Bassett
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-943-6277
E-mail Address: SBassett@financialguide.com
Brek Bolton**
Financial Services Representative
Salt Lake City, UT
Business Phone: 801-453-2224
E-mail Address: BrekBolton@financialguide.com
Licensed In: Utah
Julia Bond-Smith
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2236
E-mail Address: JBondSmith@financialguide.com
Elizabeth Burgess
Salt Lake City, Utah
Business Phone: 801-323-1101
E-mail Address: EKBurgess@financialguide.com
Licensed In: California (0G11258), Colorado, Connecticut, Florida, Massachusetts, Maryland, Minnesota, New Jersey, Nevada, New York, Pennsylvania, Utah, Wisconsin
Nick Burgess
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2291
E-mail Address: NBurgess@financialguide.com
James (Jim) Cardall, CLU, ChFC**
Financial Services Advisor
Salt Lake City, Utah
Business Phone: 801-453-2260
E-mail Address: JamesCardall@financialguide.com
Robert (Bob) Crawford**
Salt Lake City, Utah
Business Phone: 801-595-1100
E-mail Address: RCrawford@financialguide.com
Licensed In: Arizona, California (0831482), Nevada, Oregon, Utah
Michael Donaldson*, LUTCF
Financial Services Representative
Salt Lake City, Utah
Business Phone: 801-453-2210
E-mail Address: MichaelDonaldson@financialguide.com
Licensed In: Arizona (138859), California (0E55933), Idaho, Michigan, Nevada, Ohio, Texas, Utah, Washington
James (Jim) Duke**
Sales Manager and Personal Producer
Salt Lake City, Utah
Business Phone: 801-453-2231
E-mail Address: JDuke@financialguide.com
Licensed In: Utah
Assistant: Debbie Bradshaw, 801-453-2226
Steve Dyches***, JD
Salt Lake City, Utah
Business Phone: 801-453-2293
E-mail Address: SDyches@financialguide.com
Licensed In: California (0F60297), Indiana, Oregon, Utah, Not Practicing Law
John Engh**
Financial Services Professional
Salt Lake City, Utah
Business Phone: 801-453-2284
E-mail Address: JEngh@financialguide.com
Kellen Fowler
Salt Lake City, Utah
Business Phone: 801-943-6277
E-mail Address: KFowler@financialguide.com
Roger Gardner
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2272
E-mail Address: RogerGardner@financialguide.com
Bret Green
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2216
E-mail Address: BGreen@financialguide.com
Licensed In: Utah
Paul Hales
Sales Manager and Personal Producer
Salt Lake City, UT
Business Phone: 801-453-2233
E-mail Address: PHales@financialguide.com
Licensed In: Utah
Alex Hancock
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2298
E-mail Address: AHancock@financialguide.com
Todd Handley**
Agency Annuities Specialist and Personal Producer
Salt Lake City, Utah
Business Phone: 801-453-2238
E-mail Address: THandley@financialguide.com
Licensed In: Arizona, California (0B92628), Colorado, Idaho, Nebraska, Nevada, Oregon, Texas, Utah and Washington
Kimberly Hemenway*
Salt Lake City, Utah
Business Phone: 801-453-2268
E-mail Address: KHemenway@financialguide.com
Bret Hortin**, CLU, ChFC, CASL
Agency Special Care Planner
Salt Lake City, Utah
Business Phone: 801-453-2264
E-mail Address: BHortin@financialguide.com
L. "Dee" Johnson
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2203
E-mail Address: DeeJohnson@financialguide.com
Licensed In: Utah
Jordan Jones
Salt Lake City, Utah
Business Phone: 801-453-2259
E-mail Address: JordanCJones@financialguide.com
Brian Kasteler**
Agency Investment Specialist and Personal Producer
Salt Lake City, Utah
Business Phone: 801-453-2249
E-mail Address: BKasteler@financialguide.com
Licensed In: California (0C22197), Kentucky, Texas, Utah Assistant: Noelle Christensen, 801-453-2213
Assistant: Jenna Rosa, 801-453-2213
Tim King
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2215
E-mail Address: TimothyKing@financialguide.com
Jonathan Knudson*
Agency Disability Income Specialist and Personal Producer
Salt Lake City, Utah
Business Phone: 801-453-2294
E-mail Address: JKnudson@financialguide.com
Steven Knudson**, CLU, ChFC
Financial Services Advisor
Salt Lake City, Utah
Business Phone: 801-453-2234
E-mail Address: SKKnudson@financialguide.com
Licensed In: Arizona, California (0612860), Colorado, Idaho, New Mexico, Nevada, Utah
Assistant: Andrea Rounds, 801-453-2252
Keith Larsen
Sales Manager and Financial Services Advisor
Salt Lake City, Utah
Business Phone: 801-453-2217
E-mail Address: KLarsen@financialguide.com
Licensed In: Utah
Patrick Latimer*
Financial Services Representative, Rising Leader Qualifier (2010)
Salt Lake City, Utah
Business Phone: 801-453-2279
E-mail Address: PLatimer@financialguide.com
Licensed In: Utah
Ryan Nelson
Financial Services Representative
Salt Lake City, UT
Business Phone: 801-453-2298
E-mail Address: RyanNelson@financialguide.com
Anthony Panek**
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2228
E-mail Address: APanek@financialguide.com
Licensed In: Utah
Blake Parkinson*
Financial Services Advisor
Salt Lake City, Utah
Business Phone: 801-453-2261
E-mail Address: HBParkinson@financialguide.com
Assistant: Lindsey Schmidt, 801-453-2253
Howard Parkinson*, CLU, ChFC
Financial Services Professional
Salt Lake City, Utah
Business Phone: 801-453-2248
E-mail Address: HEParkinson@financialguide.com
Licensed In: Arkansas, Arizona, California (0827600), Colorado, Florida, Georgia, Iowa, Idaho, Kansas, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, Ohio, Oklahoma, Oregon, Texas, Utah, Virginia, Wyoming
Assistant: Lindsey Schmidt, 801-453-2253
Jaron Poulson***, AAMS, CRPC
Fee Based Planning Specialist and Personal Producer
Salt Lake City, Utah
Business Phone: 801-453-2269
E-mail Address: JPoulson@financialguide.com
Licensed In: Arizona, California (0E40981), Colorado, Massachussetts, Nevada, Texas, Utah, Wyoming
Assistant: Liz Hansen, 801-453-2223
Colton Reading**
Financial Services Professional
Salt Lake City, Utah
Business Phone: 801-453-2254
E-mail Address: CReading@financialguide.com
Licensed In: California (0D85370), Iowa, Utah, Wyoming
Todd Reid**, JD, CLF
General Agent
Salt Lake City, Utah
Business Phone: 801-453-2218
E-mail Address: TOReid@financialguide.com
Licensed In: All States. California License Number: 0D61090 (Not Practicing)
Assistant: Lesley Walker, 801-453-2275
Justin Ricks**
Sales Manager and Personal Producer
Salt Lake City, Utah
Business Phone: 801-453-2244
E-mail Address: JRicks@financialguide.com
Mack Rideout**, CLU, LUTCF, CLTC
Salt Lake City, Utah
Business Phone: 801-453-2230
E-mail Address: MRideout@financialguide.com
Assistant: Mendi Robinson, 801-453-2258
Joseph (Joe) Taylor**
Financial Services Advisor
Salt Lake City, Utah
Business Phone: 801-453-2263
E-mail Address: JLTaylor@financialguide.com
Licensed In: Arizona, California (0C69663), Georgia, Idaho, Minnesota, Utah
Assistant: Diana Merriman, 801-453-2251
Larry Thorpe*
Financial Services Professional
Salt Lake City, Utah
Business Phone: 801-453-2241
E-mail Address: LBThorpe@financialguide.com
D. Boyd Wagstaff**
Financial Services Advisor
Salt Lake City, Utah
Business Phone: 801-595-1100
E-mail Address: BWagstaff@financialguide.com
Licensed In: Arizona, California (0744146), Colorado, Idaho, New Jersey, Nevada, Oregon, Utah, Wyoming
Dennis Walker
Financial Services Professional
Salt Lake City, UT
Business Phone: 801-453-2201
E-mail Address: DennisWalker@financialguide.com
Gregory (Greg) Williams***, CFP®, CLU, ChFC
BEI Specialist and Personal Producer
Salt Lake City, Utah
Business Phone: 801-655-1151
E-mail Address: GWWilliams@financialguide.com
Vince Wilkes
Financial Services Professional
Salt Lake City, Utah
Business Phone: 801-943-6277
E-mail Address: VWilkes@financialguide.com
James (Jim) Woodward**, CLU, ChFC
Financial Services Professional
Salt Lake City, Utah
Business Phone: 801-453-2266
E-mail Address: JWoodward@financialguide.com
Licensed In: California (0C30635), Colorado, Georgia, Utah
Assistant: Diana Merriman, 801-453-2251
Utah County Office
Danielle Rich - Office Manager
American Fork, Utah
Business Phone: (801) 763-0050
E-mail Address: daniellerich@finsvcs.com
Ray Gwilliam, PhD
Financial Services Professional
Provo, UT
Business Phone: 801-616-9966
E-mail Address: RGwilliam@financialguide.com
Michael Lewis
Financial Services Professional
Provo, UT
Business Phone: 801-885-8181
E-mail Address: MichaelJLewis@financialguide.com
Licensed In: Utah
Spencer Mack, CLU, ChFC, LUTCF
Financial Services Professional
Orem, Utah
Business Phone: 801-226-2966
E-mail Address: SMack@financialguide.com
Licensed In: Arizona, California (0650454), Maine, Michigan, New Mexico, Utah
St. George
Liane Dorius - Office Manager
St George, UT
Business Phone: 435-673-6350
E-mail Address: ldorius@finsvcs.com
Steve Burgess
St. George, Utah
Business Phone: 435-673-6350
E-mail Address: SteveBurgess@financialguide.com
Anthony Christensen*
Financial Services Professional
St. George, Utah
Business Phone: 435-673-6350
E-mail Address: AChristensen@financialguide.com
Licensed In: Utah
Blake Hansen**
Sales Manager and Personal Producer
St. George, Utah
Business Phone: 453-673-6350
E-mail Address: BHansen@financialguide.com
Licensed In: Arizona, Colorado, Idaho, Utah
David Harris*
Financial Services Professional
St. George, Utah
Business Phone: 435-673-6969
E-mail Address: DHarris@financialguide.com
Licensed In: Colorado, Nevada, Utah
William "Bryce" Huff
Financial Services Professional
St. George, Utah
Business Phone: 435-673-6350
E-mail Address: WHuff@financialguide.com
Licensed In: Utah
Craig Jensen**
Financial Services Professional
St. George, Utah
Business Phone: 435-673-6350
E-mail Address: CJensen@financialguide.com
Licensed In: Nevada, Utah
Neal Marchant
Rising Leader Qualifier (2010), St. George Office
St. George, Utah
Business Phone: 435-628-6336
E-mail Address: NealMarchant@financialguide.com
Licensed In: Utah
David Whittaker
Financial Services Professional
St. George, Utah
Business Phone: 435-673-6350
E-mail Address: DavidWhittaker@financialguide.com
Licensed In: Utah
Other
Jeff Nielson
Financial Services Professional
Monticello, Utah
Business Phone: 435-587-2325
E-mail Address: JNielson@financialguide.com
Licensed In: Colorado, Utah
Roscoe Orton*
Rexburg, Idaho
Business Phone: 208-356-4154
E-mail Address: ROrton@financialguide.com
Licensed In: Arizona, California (0F49322), Nevada, Utah
*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
** Registered Representative of and offers securities and investment advisory services through MML Investors Services, Inc., member SIPC
*** Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC
Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.
