Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

J. Todd Anderson CFP

Private Wealth Advisor

801-998-4100

jtodd.anderson@lfg.com

Todd Anderson is a Private Wealth Advisor affiliated with Lincoln Financial Advisors Corp., a full-service wealth management organization dedicated to assisting successful business owners, executives, professionals, and retirees in...
Read more

Brett E. Jenson ChFC, CFP

Private Wealth Advisor

801-998-4100

brett.jenson@lfg.com

Brett Jenson is a Private Wealth Advisor with Sagemark Consulting, a division within Lincoln Financial Advisors Corp., a full-service wealth management firm dedicated to assisting successful business owners, executives, professionals,...
Read more

John R Bonnemort II, MBA

Private Wealth Advisor

801-998-4229

john.bonnemort@lfg.com

www.johnbonnemort.com John R Bonnemort II is a Private Wealth Advisor with Sagemark Consulting Private Wealth Services. He provides cross-disciplinary fee-based financial planning and is dedicated to serving affluent families and...
Read more

Brandon Nelson, CFP

Private Wealth Advisor

801-998-4100

brandon.nelson@lfg.com

Brandon Nelson has earned the Certified Financial Planner™ Professional certification and is a member of Sagemark Consulting Private Wealth Services within Lincoln Financial Advisors. He provides comprehensive fee-based financial...
Read more

Jordan Andrew

Private Wealth Advisor

801-998-4100

jordan.andrew@lfg.com

Jordan Andrew is a Private Wealth Advisor and member of Sagemark Consulting Private Wealth Services within Lincoln Financial Advisors. He provides comprehensive fee-based financial planning and assists business owners and affluent...
Read more

Dylan Shepherd, CFP

Private Wealth Advisor

801-998-4100

dylan.shepherd@lfg.com

Dylan V. Shepherd entered the financial services business in 1999 with Smith Barney and joined Lincoln Financial Advisors in June of 2009. Dylan’s practice is a comprehensive full-service, fee-based wealth management practice...
Read more

Kevin Morton, CFP

Private Wealth Advisor

801-998-4100

kevin.morton@lfg.com

Kevin has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification and has been helping clients succeed for over 15 years. He assists his clients by customizing each client’s financial planning to their specific needs, goals,...
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!