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

Tiffany Parry

Event Manager

Ryan Thacker

Founder, Investment Advisor Representative

Brent Dewsnup

Chief Operating Officer

Ramiro Corona

Client Services

Amy Stott

Office Administrator and Client Relations

Brenda Porter

Senior Accountant

Tristen Nelson

Marketing Operations Manager

Tyson Thacker

Founder, Investment Advisor Representative

Landry E. Leach, BFA™

Chief Revenue Officer

Rail Cressall

Operations Manager, Client Services

Chris Dolan

VP of Client Services

Kenya Green

Marketing Performance Analyst

Jeff Morton

Chief Marketing Officer

Ethan Shamanis

Client Services

Rayna Simons

Corporate Executive Assistant

Melanie Tingey

VP of Business Process

Cory Walker

Client Relations Coordinator

Brendan Thacker

Marketing Performance Analyst

Curtis Packer

CCO, Investment Advisor Representative

Melisa Bingham

Director of Human Resources

Symbat Zaiyr

Client Services

Tyler Killpack

Client Relations Coordinator

Spencer Brown

Chief Financial Officer

Carson Thacker

Office Administrator and Client Relations

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

Investment Advisor Representative

Cameron Rankin

Investment Advisor Representative

John Gehrke

Client Services, Investment Advisor Representative

Austin Thacker

Client Services, Investment Advisor Representative

Adam Mortensen

Client Services, Investment Advisor Representative

Gabriel Baldonado

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

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