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.

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Roy Jones, CFP®, MBA

Joshua Jones, CFP®, MBA

Jason Lindquist, PhD
Director of Investments

Monica Akbar
Director of Client Relations

Gerilyn Merrill
Wealth Advisor

Erik Lachaga
Wealth Advisor

Ryan Tucker
Wealth Advisor

Steven Bowers
Risk Consultant

Roy M. Jones, Sr.
Emeritus Consultant

We stand behind our work. Learn more

Questions? Visit the Support Center, or get in touch:


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