Simplicity is the Ultimate Sophistication

Our Team

Our CFP® professionals and licensed advisors are trained and qualified to give you the right advice based on your specific financial situation.

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

Roy Jones, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™

Joshua Jones, MBA, CFP
CERTIFIED FINANCIAL PLANNER™

Jason Lindquist, PhD
Director of Investments

Gerilyn Merrill
Wealth Advisor

Erik Lachaga
Wealth Advisor

Steven Bowers
Life and Long-Term Care Insurance Agent

Monica Akbar
Director of Client Relations

Ryan Tucker
Wealth Advisor

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Everspire

9125 Monroe Plaza Way, Suite A
Sandy, UT 84070

Phone: (801) 545-8706
Fax: (801) 545-8706

Investment advisory services offered through Everspire. Everspire and DFPG Investments, Inc. are not affiliated. Everspire is a branch office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA / SIPC