Focused on helping people reduce their largest expense – Taxes!
Our Clients
Medical Professionals
Entrepreneurs
Retirees
Executives
Our Services
Tax Planning*
Small Business Services
Investment Planning
Retirement Planning
Special Transactions
Financial Analysis
Insurance Planning
Dream Meeting
*Tax advice is offered by Valued Wealth Advisors. Independent Financial Group (IFG) nor any IFG Registered Representative gives tax advice.
Our Team
Rich Wagner, CPA, PFS, MAcc, AIF
WEALTH MANAGER
After being sold an unnecessary and very expensive insurance policy while he was pinching pennies to make it through graduate school, Rich has been passionate about helping people avoid costly financial mistakes. He is focused on helping people reduce their largest expense – Taxes! Over the years he has helped many people with their tax deductions and savings planning. Each client’s situation varies, but Rich has helped several clients achieve over $200,000 in new annual tax deductions that they didn’t know they had been missing for many years. Rich served in the tax department at Deloitte and Touche, and was the senior financial officer for RxAmerica, a $450 Million company, and managed over $25 Million in assets as treasurer. As CFO for other companies, he helped raise over $38 Million in private company funding for a company he co-founded, and is currently a co‐founder/ Managing Member of Valued Wealth Advisors. Rich is one of the top advisors in the nation for Loring Ward, a firm who manages over $40 Billion in assets, and his production was in the top 5% of all advisors with Independent Financial Group during the last eight years of his time there through the end of 2022. He is a licensed CPA, investment advisory representative, and registered representative.
Top 5%
BYU Magna Cum Laude Grad
$450M
Former CFO of a $450 Company
Top 5%
For 8 consecutive years, production in the top 5% of all IFG representatives
$38M
Raised $38M in Venture Capital for a company he co-founded
Community Involvement
* Published author in publication ** Participant +Former executive or member
Taylor Wagner, CPA, MAcc
Scoring a perfect score on the Math section of the ACT, Taylor has always had a knack for logic and financial analysis. After Graduating with a Master’s of Accountancy from BYU (ranked the #2 Accounting School in the Nation his graduating year) with a academic-based scholarship, Taylor started his career at KPMG in Salt Lake City. He eventually led the audit engagement team as the “in-charge Senior” for the Intermountain Healthcare Corporate Audit, Benefit Plans Audits, and the audits of several healthcare startup companies. After working on assessing the financial health for Corporate entities, Taylor decided to change gears and make his life mission improving the financial health of small businesses, individuals, and families.
When he’s not in the office, you’ll find Taylor hiking or biking in the mountains, jamming out on piano or guitar, spending time with friends and family, or going on some sort of new adventure with his three favorites—his wife and his two young sons.
Parker Wagner, AIF
From 2017-2020 Parker attended Utah Valley University and graduated with a BA in Marketing, a minor in business management, a certificate of accounting, and his real estate license. Parker has had experience managing a 75-door/$20,000,000+ real estate investment portfolio and helped clients transact the sale and purchase of real estate. While he still holds his license and passion for Real Estate, in 2021 Parker decided to team up with his brother and father to help people realize their financial goals. He is a licensed, investment advisory representative, registered representative as well as an Accredited Investment Fiduciary (AIF).
Parker loves managing the trade team and helping clients build investment and tax-efficient financial plans. In his free time he enjoys spending time with his wife, children, and dog. He loves watching BYU football, the Utah Jazz, and studying the financial markets.
Melinda Klugiewicz
Melinda joined our team in February 2017. She received her Associates of Science Degree in Business from Salt Lake Community College. She grew up in Utah, moved away for a few years, and came back to her roots with her husband. They adopted a little boy who is now a teenager and keeps them busy. Melinda enjoys reading and cooking.
Sara Conant
As an expert in client care, Sara is responsible for all things client related. She received her Bachelor of Science Degree from the University of Utah. She moved to Utah in 1995 and hasn’t thought about leaving since. She enjoys reading, gardening, and spending time with her adorable nephews and niece.
Tiffany Gonzalez
After growing up in California, Tiffany, along with her husband and beloved dog made the move to Utah in hopes of chasing a quieter and more peaceful life. So far, Utah has not disappointed, she has rekindled her love for reading, walking or just standing in nature and looking at the beauty that surrounds her. She is currently pursing her bachelor’s degree in business administration, and it has helped her have a better understanding in her current role in client care. Her experience in management, organization and learning quickly, combined with her genuine care people has allowed her to create a great experience for clients.
Cesily Tippetts
Cesily received her Bachelor of Music degree from the University of Utah and spent the subsequent twenty years mentoring her best team members full time—her four children. She has an innate knack for data analysis and helped implement Valued Wealth’s first in-house asset management and trading system. She managed a team and established decision sets to bring clients individually from the legacy to the current platform. She also helps manage client portfolios on an ongoing basis by recommending trades within risk tolerance, liquid capital, tax optimization, and other parameters. When she is not in the office, you will find Cesily enjoying a walk, reading, and spending time with wonderful family—her beloved husband, four children, and two dogs.
Sarah Schoenwolf, MAcc
Sarah is the Tax Manager who handles income tax preparation for our clients. Sarah received her Master’s Degree in Accounting with an emphasis in Taxation in December 2009 from the University of Utah. In 2013, she became an Enrolled Agent and is licensed to practice before the IRS. She has been with the firm since January 2010. Sarah is married to a retired ballet dancer turned stay at home dad, and they have two young daughters.
Tasha Arnold
Tasha received her undergraduate degree in accounting at Westminster College and discovered her love of taxes while serving at the Westminster Tax Clinic. As a walk-on, she also competed as a member of the Westminster volleyball team. She then decided to further her education by completing her Masters of Accountancy Degree at the University of Utah (Go Utes!) and is now studying to sit for her CPA examination.
Tasha enjoys working with the Interwise family and is a valued member of our team assisting with mandatory tax filings and strategic tax planning. Tasha also loves spending quality time with family, friends and her lover, Zach. She loves every minute of her time outside whether it is camping, hiking, boating, snowmobiling, or snowboarding.
Strategic Partnerships
Charles Schwab
Dimensional Funds
Buckingham Strategic Partners
Contact Us
Wondering if we can help you in your unique financial situation? Send us a message with a brief summary of the services you need, and we would be happy to be your expert resource in improving your financial situation.