Team
J. Todd Anderson, CFP®
Private Wealth Advisor
Todd Anderson is a Private Wealth Advisor dedicated to assisting successful business owners, executives, professionals, and retirees in...
Brandon Nelson, CFP®, ChFC®, AEP®, CRPC®, CBEC®
Private Wealth Advisor
801-998-4101
Brandon Nelson has earned the CERTIFIED FINANCIAL PLANNER™ Professional certification and is a member of Sagemark Consulting Private Wealth Services within. He provides comprehensive fee-based financial...
Brett E. Jenson, ChFC®, CFP®, CIMA®, CBEC®
Private Wealth Advisor
801-998-4101
Brett Jenson is a Private Wealth Advisor with Sagemark Consulting, a full-service wealth management firm dedicated to assisting successful business owners, executives, professionals,...
Jordan Andrew, MS-PFP, CFP®, MPAS®, CRPC®
Private Wealth Advisor
801-998-4101
Jordan Andrew is a Private Wealth Advisor and member of Sagemark Consulting Private Wealth Services. He provides comprehensive fee-based financial planning and assists business owners and affluent...
Kevin Morton, CFP®
Private Wealth Advisor
Kevin has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification and has been helping clients succeed for over 15 years. He assists his clients by customizing each client’s financial planning to their specific needs, goals,...
Phillip McStotts Jr., CFP®
Private Wealth Advisor
Phill McStotts has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and strives to help his clients develop comprehensive solutions regarding their wealth. Phill wants to help his clients through every stage of...