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About
Get to know Jon and his team
Expertise
Jon's specialty is in wealth management and retirement planning. Designing a long-term strategy that seeks to help clients mitigate taxes in retirement, navigate market volatility, and lower the probability of running out of money early are all crucial to a healthy retirement plan.
Mission
Our purpose is to help clients manage their financial future by solving problems. We provide answers and solutions to client's questions and concerns with financial education, advice, and creative planning. "If you can learn and implement even one new strategy that improves your financial situation, we consider that a success."
Personal
"My wife Marisa is my biggest supporter. We have one beautiful son. We enjoy vacations with beaches and lots of sun. I love the changing seasons; I crave golf in the summer, and skiing in the winter. We are gearing up to start a non-profit organization to help families that struggle with infertility."
Credentials & Awards
Jon holds the following licenses with LPL Financial, Series 6, 63, 65, 7 and SIE. He is also insurance licensed and works in many states across the US. Jon has previously received numerous industry awards and accolades for his production as an advisor. He also holds the CFP® and CRPC® certificates from different colleges in addition to his bachelor's degree in finance.
The Team
Jon Gates, CFP®, CRPC®
Financial Planner
Jon received his CERTIFIED FINANCIAL PLANNER™ designation from NYU. He also holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Jon carries a bachelor's degree in business-finance. He specializes in designing financial plans, creating retirement income streams, running tax optimization strategies and offers investment management strategies. Jon has additional training and credentials in the field of Social Security and specializes in retirement planning. He operates under a fiduciary standard of care to his clients.
Phone: 801 989 4380
Brian Kasteler
Investment Specialist
Brian has been a financial advisor since 1992. The focus of Brian’s practice has been on providing wealth management and investment planning.
Brian’s client-centric approach to planning, asset growth, wealth preservation, succession planning, and multi-generational wealth has been carefully crafted over his 29 years of experience as an Advisor.
Phone: 385 253-4510
Joe Taylor, AIF
Group Planning & 401K Specialist
Joe's specialty is working with business owners and their employees. His 20 years of industry experience with qualified plans such as 401Ks, non-qualified plans and Deferred Compensation gives him an educated understanding of compliance issues and “best practices” for small business owners in an ever-changing world of regulations.
Phone: 801 580 5747
