Broker Check
 

Team

 

Brodie is widely regarded as one of Utah’s premier life insurance specialists. For 20 years, his innovative and creative solutions have helped business owners and affluent clients plan for the transfer of their wealth to the ...

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Stan started out his career at Arthur Andersen and then worked as VP of Tax for the Huntsman Chemical Corporation, Chief of Staff for Jon Huntsman, Sr. during the time when the Huntsman Institute was involved in a lot of ...

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Lynn has had a long and successful career in tax consulting.  He spent 7 years with Deloitte before taking a position as director of tax at Ballard Medical Products.  Ballard was a mid-size public company with global operations that ...

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Donna Krager Lyon

Financial Advisor

(801) 984-8000

(801) 984-8008

Donna was an economic associate at the Desert Research Institute in Nevada and later worked for the Ohio Department of Energy before raising a family of four children. With her family mainly grown, her interests turned to the insurance...

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Einar Schow

Financial Advisor

(801) 984-8000

(801) 984-8008

Einar is passionate about helping business owners achieve healthy financial growth both personally and in their business. As a Certified Exit Plan Advisor (CEPA), Einar assists business owners in creating value in their businesses...

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Kellen Leavitt

Financial Advisor

(801) 984-8000

(801) 984-8008

Kellen is passionate about helping clients through every stage of the financial planning process. His financial planning strategies include highly diversified investment portfolios, estate planning strategies, retirement income...

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Michael grew up in Raleigh, NC and at the age of 16 became the #1 ranked golfer in the United States under the age of 18.  He went on to play golf for three years at Brigham Young University before turning professional and playing for 13...

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Chris Jeppson

Financial Advisor

(801) 984-8000

(801) 984-8008

Chris works with clients in building and implementing strategies in the areas of income tax, estate and gift tax, as well as wealth accumulation and protection. With over 18 years of experience in the financial industry, he possesses a...

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Brett Johnson

Financial Advisor

(801) 984-8000

(801) 984-8008

Brett enjoys using his advisory skills in financial planning, insurance implementation, and in exceeding our clients’ expectations. Since entering the financial industry in 2003, he has worked with countless...

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Danika Glauser

Financial Advisor

(801) 984-8000

(801) 984-8008

Danika is passionate about helping others achieve their financial goals. She is determined, resourceful and hardworking, as demonstrated by her competitive past. She attended Trinity University in San Antonio, Texas, where she...

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Ryan Wright

Operations Manager / Chief Compliance Officer

(801) 984-8000

(801) 984-8008

In his 15 years in the financial industry, Ryan has had the opportunity to work in finance, lending and underwriting. He most recently worked as a Bank Examiner for the State of Utah and his specialties include operations and compliance...

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Rob Reay

Investments Specialist

(801) 984-8000

(801) 984-8008

Rob’s passion for financial planning began in high school when he witnessed several friends lose their homes during the Great Recession. Determined to help others avoid the same fate...

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Tiffany Stone

Operations Associate

(801) 984-8000

(801) 984-8008

Tiffany has been in the insurance industry for 4 years. Her role is to process and prepare the paperwork for life insurance and investments for all of the Knox Capital agents. It is her responsibility to ensure that all of the...

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Martha Henderson

Office Administrative Assistant

(801) 984-8000

(801) 984-8008

Martha hails originally from Florida and fell instantly in love with the mountains and canyons of Utah. A lover of all things outdoors as well as the arts and traveling, nothing quite beats the company of her family and friends. She...

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Stanford’s current primary focus is to assist with the business development of the firm. He loves meeting new people and believes in making friends, not just new clients. Besides direct business development, Stanford also enjoys...

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Education Pursuing a Baccalaureates Degree in Finance at the University of Utah. Kaylie has an energetic personality and helps on the business development side of the firm. Kaylie works hard in everything she does and her ambitions...

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