Broker Check

Team

 

Jason has over 23 years of experience in the Financial Planning field.  He has earned his CERTIFIED FINANCIAL PLANNINGTM (CFP®) designation and has also obtained his Accredited Fiduciary (AIF®) designation.  

Read more

For over 17 years, Matt has assisted individuals address their insurance, investment and retirement needs...

Read more

Bobbi Lee

Operations Manager

801-607-5670

801-590-6177

As Operations Manager for Timpanogos Financial Advisors, Bobbi is the first and best contact for clients seeking customer service for accounts managed by our firm.

Read more

Jen Nielsen, CRC®

Implementation Specialist

801-607-5670

801-590-6177

Jen’s key role as Implementation Specialist is to assist our advisors in helping clients pursue their goals. One of her primary responsibilities on the Timpanogos Financial Advisors team is to...

Read more

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



Thank you! Oops!