Who We Are

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Roy Jones, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™

Joshua Jones, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™

Jason Lindquist, PhD
Director of Investments

Monica Akbar
Director of Client Relations

Gerilyn Merrill
Wealth Advisor

Erik Lachaga
Wealth Advisor

Ryan Tucker
401(k) Plan Advisor

Steven Bowers
Risk Consultant

Roy M. Jones, Sr.
Emeritus Consultant

Everspire
9125 Monroe Plaza Way, Suite A
Sandy, UT 84070
Phone : (801) 545-8706
Fax : (801) 545-8706

Investment Advisory Services offered through Everspire, a Registered Investment Advisor.

Everspire
9125 Monroe Plaza Way, Suite A
Sandy, UT 84070
Phone : (801) 545-8706
Fax : (801) 545-8706

Investment Advisory Services offered through Everspire, a Registered Investment Advisor.