OUR TEAM

Meet the team.

We have the best jobs in the world: we take really, really good care of people.
SCHEDULE A CALL
Learn more about us—
Our backstory and philosophy
Looking for a specific service?
Explore how we can help you
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Roy Jones, CFP®, MBA
COO | Co-founder
Joshua Jones, CFP®, MBA
CEO | Co-founder
Jason Lindquist, PhD
Director of Investments | Shareholder
Rick D. Holt
Risk Consultant
Hares Akbar
Systems and Operations Specialist
Monica Akbar
Chief Compliance Officer | Shareholder
Cassandra Johnson
Senior Operations Specialist | Shareholder
Ray M. Jones, Sr.
Emeritus Consultant
Nicole Richardson
Accounting
Gerilyn Merrill
Wealth Advisor
Ryan Tucker
Wealth Advisor | Shareholder
Thomas Melburn, MBA
Wealth Advisor | Shareholder
Adam R. Cook
Wealth Advisor | Shareholder
Adam Lazaro
Wealth Advisor | Shareholder
Jenny Magneson
Operations Specialist
Yadira Cordero Muñoz
Client Experience Specialist
Briana Connolly
Client Experience Specialist
Nicholas Olsen
Paraplanner
Max Andrus
Executive Support
Denise Vukas
Administrator
Steve Wikstrom
Wealth Advisor
Devin Frampton, CFP®
Certified Financial Planner
Roy Jones, MBA
Certified Financial Planner™
Joshua Jones, MBA
Certified Financial Planner™
Jason Lindquist, PhD
Portfolio Manager
Rick D Holt
risk consultant
Hares Akbar
Systems Specialist
Monica AKbar
Chief Compliance OfFicer
Cassandra Johnson
Senior Operations
Ray M. Jones, Sr
Emeritus Consultant
Nicole Richardson
Accounting
Gerilyn Merrill
Wealth Advisor
Ryan Tucker
Wealth Advisor
Tom Melburn, MBA
Wealth Advisor
Matt Hayon
Outsourced CFO Services
Adam R. Cook
Wealth Advisor
Adam Lazaro
Wealth Advisor
Jenny Magneson
Operations Specialist
Kaycee Vandenburg
Risk Consultant
Yadira Muñoz
Executive Support
Briana Connolly
Executive Support
Nicholas Olsen
Paraplanner
Ellie Norton
Paraplanner
Michael Owens, PhD
Paraplanner
Rebekah Olson
Project Management
Max Andrew
Executive Support
Sadie Savas
Administrative
Denise Vukas
Administrative
PLAY VIDEO
About

Rooted in academic research

Expertise

CFP® Professional(s), PhD, MBA’s

Experience

+100 years combined experience

Lorem ipsum dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.
join our team

Project Manager

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
join our team

Account Executive

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
join our team

Graphic Designer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
want more clarity?

Schedule a consultation.

LET'S TALK
Advisory services offered through Everspire®, an SEC Registered Investment Advisor.
Company
HomeTeamLog In
Work with Us
Schedule a ConsultationOur Fidiciary Committment
Contact
Everspire Plaza
6900 S. 900 E. Suite 200
Midvale, UT 84047
+1 (801) 545-8706
hello@everspire.com
Download the app
2006-2024 © Everspire®. All Rights Reserved.
Legal NoticesForm CRSPrivacy PolicyBusiness Continuity Plan