Use our secure
Toll Free: 866.964.1031
Melinda joined our investment 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.
Brian is the strategic development coordinator for the firm while also assisting with income tax preparation and planning. He graduated from Brigham Young University in 1985 with a BS in finance and a minor in accounting. He was partner and CFO of a regional insurance company for 18 years until he was bought out in January 2012. He enjoys playing golf, playing guitar and spending time with his family.
Sarah Schoenwolf, MAcc
Sarah is the Senior Tax Associate and manages 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.
Sara is the general office manager and 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.
Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Licensed to sell securities in the Alaska, Arizona, California, Colorado, Georgia, Hawaii, Idaho, Louisiana, Maryland, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington and Wyoming. Tax services provided by Vonderharr Wagner Associates, LLC, a Certified Public Accounting firm not affiliated with Independent Financial Group, LLC.
Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website you are leaving our site and assume total responsibility for your use at these sites. Please contact this office for further information.
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org