Retirement Planning in Lehi, Utah

meet your team in

Lehi

Planning your future should be simple, not stressful. Our local financial professionals are eager to get to know you and create excitement for what’s next.

phone:

801.990.5055

email:

info@bossretirement.com

Contact Us

Whether you have questions about your retirement plan, want to schedule a complimentary consultation or simply need guidance, our team is here to help.

Get To knowYour B.O.S.S. Retirement Planning Neighbors

Brent Dewsnup

Chief Operating Officer

Landry E. Leach, BFA™

Chief Revenue Officer

Chris Dolan

VP of Client Services

Jeff Morton

Chief Marketing Officer

Melanie Tingey

VP of Business Process

Curtis Packer

CCO, Investment Advisor Representative

Melisa Bingham

Director of Human Resources

Dave Whitworth

Investment Advisor Representative

Robert Brantley

Investment Advisor Representative

Adam Lallas

Investment Advisor Representative

Nate Vought

Investment Advisor Representative

Spencer Felkins

Investment Advisor Representative

Jon Albrethsen

Investment Advisor Representative

Ty Snow

Investment Advisor Representative

Mike Fortin

Investment Advisor Representative

Andrew Williams

Investment Advisor Representative

Tyler Huband

Client Services, Investment Advisor Representative

Cameron Rankin

Investment Advisor Representative

John Gehrke

Client Services, Investment Advisor Representative

officialsponsor

The Official Retirement Planning Sponsor of Boise State Athletics

INc. 5000 honor rollFIVE-TIME HONOREE

Inc. 5000 Honor Roll. Five Time Honoree

Boise State Bronco's football field 10 yard line

address: 2500 Executive Pkwy, Suite 500 Lehi, UT 84048

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The Framework for a More Confident Retirement

Designed to deliver simplified, personalized financial strategies, the B.O.S.S. Retirement Blueprint™ planning process helps maximize income, growth and legacy while minimizing taxes. Ready to view your retirement from a new angle?

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