Here’s our story. We look forward to hearing yours.

Meet B.O.S.S. Retirement Solutions

OUR BLUEPRINT WILL HELP UNLOCK THE KNOWLEDGE YOU NEED TO TAKE BACK CONTROL OF YOUR MONEY AND ENJOY FINANCIAL PEACE IN THE MIDST OF ECONOMIC CHAOS.

Tyson Thacker

CEO, Investment Advisor Representative

Tyson Thacker is the co-founder and CEO of B.O.S.S. Retirement Solutions.  He is co-host of Retirement Solutions TV on ABC 4 and Retirement Solutions Radio on KSL 1160 and KNRS 570.  Tyson also appears frequently as one of the local experts on ABC’s Good 4 Utah.

He is co-author of three different books and a contributor to FoxBusiness.com.  He has appeared on Fox Business News where he was recognized for his expertise in the arena of retirement income and wealth management.  He has also been seen on CNN, MSNBC and NBC.
Tyson’s primary focus is in the field of retirement income planning, and he is passionate about helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint.

Tyson graduated from Brigham Young University with a bachelor’s degree in business management.  Throughout his career, he has focused on mortgage, banking, real estate development, personal finance and wealth management strategies.

Tyson holds his Series 65 securities license as an Investment Advisor Representative.  He also holds his life and annuity insurance licenses.

Ryan Thacker

President, Investment Advisor Representative

Ryan Thacker is the co-founder and president of B.O.S.S. Retirement Solutions.  He is co-host of Retirement Solutions TV on ABC 4 and Retirement Solutions Radio on KSL 1160 and KNRS 570.  Ryan also appears frequently as one of the local experts on ABC’s Good 4 Utah.

He is co-author of three different books and a contributor to FoxBusiness.com.  He has appeared on Fox Business News where he was recognized for his expertise in the arena of retirement income and wealth management.  He has also been seen on CNN, MSNBC and NBC.

Ryan’s primary focus is in the field of retirement income planning, and he is passionate about helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint.

Ryan graduated from Brigham Young University with a bachelor’s degree in business management.  Throughout his career, he has focused on mortgage, banking, real estate development, personal finance and wealth management strategies.

Ryan holds his Series 65 securities license as an Investment Advisor Representative.  He also holds his life and annuity insurance licenses.

Our Advisors

Brandon Olson | Investment Advisor Representative

Brandon P. Olson's primary focuses are income planning, wealth preservation and tax planning. He enjoys helping his clients find desirable retirement solutions as part of investing their lives in their work and family.

Brandon has been involved with investment management for most of his career. He graduated from Brigham Young University with his Bachelors and Masters of Accountancy with an emphasis in tax. He has worked with PricewaterhouseCoopers as a CPA, focusing on all areas of taxation, and as a chief financial officer of several prominent Utah companies. He is licensed as a CPA and Real Estate Agent. He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

As the former president of Norbest, Brandon successfully led business relationships to produce more than $150 million in sales and marketing while managing $35 million in lending. Brandon has been featured on Zions Bank’s popular Speaking on Business radio show, and in 2004 he was one of seven national finalists for finding new home construction solutions by the National Home Builders Association of America.

Brandon and his wife, Kory, enjoy supporting their blended family of seven children in all of their extra-curricular activities. He currently serves as the charter president of a tax-free non-profit organization, which helps families who are struggling with life’s challenges.

 

Brian J. Ward | Investment Advisor Representative

Having more than 16 years’ experience in the financial services industry, Brian thoroughly enjoys helping his clients understand the advantages and disadvantages of every financial decision they make, as well as helping them create and execute material financial plans. Prior to joining the family business, he owned a successful mortgage brokerage for 13 years.

Brian graduated from Utah Valley University with a bachelor’s degree in business administration. He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions. He lives in Pleasant Grove with his wife of 16 years and four children.

Ed Griffin | Investment Advisor Representative

For more than 20 years, Ed has built a career in the financial services industry by helping individuals grow, manage and preserve their assets. His focus has been retirement income planning as well as wealth management. In this time, he has worked with banks, credit unions, and his own financial planning practice. He has advised hundreds of individuals over the years through a series of financial seminars and talks. He also works closely with CPAs, helping them provide better service to their best clients.

As an avid outdoors enthusiast, Ed enjoys mountain biking, skiing and traveling. He spends time coaching and riding with several local youth mountain bike teams. In addition, Mr. Griffin is a volunteer leader with the Boy Scouts of America and remains active in his community and church.

Ed holds a Bachelor of Science degree in Finance from the University of Montana. He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions. He resides in Draper with his wife of 25 years, two of their five children still left at home and their chocolate lab.

John Brough | Investment Advisor Representative

John has been in the Financial Services industry for 18 years. His areas of expertise include investment portfolio design and management, risk management, retirement planning, asset protection, and overall comprehensive financial planning. John works with his clients to make sure their investment strategy and financial plan continue to be tailored to their specific needs.

John most enjoys meeting with clients to offer advice on their financial issues. He wants every person that comes into contact with our firm to know their well-being is important to us.

John and his wife, Kristen, live in Kaysville. They are very happy to be part of this community and feel it is a wonderful place to live and raise their daughter, Kayci, son, J.P and daughter, Lauren. In his free time, John enjoys many outdoors activities, skiing, his two Labrador retrievers, fishing, baseball- John is a die-hard Red Sox fan, as well as spending summer weekends working on his 200-acre family farm.

He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions. John earned his Masters of Business Administration and earned a Bachelor of Science degree with an emphasis in Finance from Weber State University.

Dave Whitworth | Investment Advisor Representative

Dave Whitworth helps clients understand the impact B.O.S.S. Retirement Solutions can have on their retirement years. He forms relationships with clients as he provides information to them on the focus, history and background of the company, and he assists in identifying areas where his services may be able to enhance retirement income planning. He enjoys the relationships that are created as a trust is built between potential clients and B.O.S.S. Retirement Solutions. He looks to provide exceptional customer service and ensure that every financial goal is considered when clients work with our organization.

Dave strives to provide an experience that shows the value B.O.S.S. Retirement Solutions can offer each client. He makes every effort to deliver the highest level of customer service to help support clients’ paths toward financial independence in retirement.

Dave has degrees in business management and zoology from Brigham Young University. He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

Dave is an outdoor and recreation enthusiast, originally from Wisconsin. He enjoys playing basketball, golf, volleyball and cycling. With his wife, he stays busy supporting the activities and needs of their five children, and he enjoys attending their sporting and dance events.

Robert Brantley | Investment Advisor Representative

Robert has been in the financial services industry for over a decade, and he absolutely loves coming to work every day at B.O.S.S. Retirement Solutions!  Prior to working in financial services he was a professor at a university overseas.  Holding two advanced degrees – one in teaching from Brigham Young University, and another in accounting from The University of North Carolina at Chapel Hill, Robert is passionate about education.  He, therefore, strives to help each client understand the specific reasons and benefits for every investment he recommends.  Before implementing any financial plans, Robert takes the time necessary to understand each client’s individual situation, including their wants, needs and goals.  And with that crucial information, Robert helps each client build an optimal system of financial security to help them to and all the way through retirement.

Robert has many hobbies. He loves traveling, cooking and basketball. But his favorite past-time is just spending time with his family.  He is a trained singer and has sung in many choral groups over the years.  Even though this will probably date him, he is proud to say that he was one of the earliest members of BYU’s now-famous a cappella group, Vocal Point.

Robert was raised mostly in Hawaii (aloha!) and North Carolina (hey, ya’ll!), but he has lived in Utah County for many years.  He and his lovely wife, Marta, are the proud and happy parents of nine awesome children - six girls and three boys (and a semi-cute and somewhat-smart dog named “Remi.”)  The entire family loves music, walking at sunset, playing noisy and fun games – and trying new things.

He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

 

Ryan Landvatter | Investment Advisor Representative

Ryan Landvatter has worked in the financial services industry for over 10 years. He is outgoing, and loves helping people prepare for and enjoy their retirement.  

He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.  He earned his Bachelor's Degree from the University of Utah.

Ryan is a talented artist and loves to paint regularly. He is also adventurous, and participates in a variety of active pursuits including competing in the Scottish Highland Games.

Ryan believes in giving back to the community, and has donated both his time and talents to Summit High School in Orem, the Lehi Literacy Center, and to many families and individuals in his community. He is passionate about family and he loves being active in the mountains and spending time with his wife, their five children and their two dogs.

Matthew R. Mason | Investment Advisor Representative

Matthew became a licensed Financial Advisor in 2002 after completing his Bachelor's degree in Finance, with a Minor in Economics from Utah State University. Starting his career in Arizona with Beneficial Financial Group, he specialized in Estate Planning. In 2005, Matthew relocated to Texas to work for Chase Investment Services Corp., focusing on Retirement and Investment planning in the East Texas market. Matthew joined Alliance Bank Financial Services in 2002. His association with Alliance Bank Financial Services and Raymond James Financial Services affords him the resources to assist clients in addressing their financial goals responsibly and effectively. After 16 years in the business, Matthew has relocated his family back home in Utah, bringing his expertise to B.O.S.S. Retirement Solutions.

A strong contributor in his community, Matthew has volunteered with the Boy Scouts of America, his local church, as well as coached for the Wildcats Elite Youth Basketball and Sulphur Springs Youth Football Leagues. Matthew, his wife Aundrea, and their children, Ty, Ryker, Jarrett, and Emma, love the outdoors, sports, and spending time with family and friends. Matthew believes focused family values, honesty, and trust is what the financial services industry needs the most.

Jerry L. Jones| CFP®, Investment Advisor Representative

Jerry’s primary focus is understanding client needs and educating them with the heart of a teacher. He is passionate about helping clients achieve their financial goals over their lifetime. Throughout his career he has focused on wealth management and retirement income strategies.

With over 21 years of experience in the financial services industry, Jerry holds the Certified Financial Planner™ mark, along with his Series 7 and 63 securities licenses.

Jerry graduated from the University of Utah with a bachelor’s degree in economics. He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

Outside of work, Jerry spends his time with his wife, Heidi, and their three children in the magnificent Heber Valley. He is active in his church and community, and supports educational causes as well as the BSA. Jerry is also a US Navy Reserves veteran.

Skyler Fredrickson|CFP® , Investment Advisor Representative

Skyler has been in the financial services industry for over 10 years. He graduated from Utah State University with a Bachelor’s degree in Accounting in 2007. Being the son of a CPA, he has always made tax planning an important piece of his retirement planning strategies. Throughout his career he has focused on creating a holistic financial plan for families nearing retirement. This led him to earning his Certified Financial Planner™ designation in 2015. Through his career he has offered planning that encompasses investments, income planning, tax planning/preparation, and insurance.

He started career with Financial Educational Systems in Kaysville, Utah. He then started his own financial planning business, Futurevest Financial Planning, until joining his business with B.O.S.S. Retirement Solutions.

Skyler enjoys many different outdoor activities, mainly mountain biking and distance running, including running marathons as well as ultra-marathons. The majority of his spare time is spent with his wife, Courtney, and 3 sons, Cohen, Beck, and Harvey.

Jared B. Moss | Investment Advisor Representative

Jared Moss has been in the financial services in industry for over 14 years with the majority of those years focused on preparing clients for retirement or improving their retirement plans. He received his bachelor’s degree in History from Brigham Young University with plans of teaching, but once he graduated from college, he followed some of his older brothers’ footsteps into the financial services industry.
Jared has worked in both personal planning as well as sales management with Fidelity, Morgan Stanley, and Nationwide Financial and believes that the best way to help clients is with a holistic approach of understanding the client’ needs and having multiple tools and resources to make sure we truly offer the best solutions for our clients. He holds his Series 7, 63, and 65 securities licenses as well as his Series 26 as a supervising principal.
He lives in Logan with, Stacy, his wife of 18 years and their four children who are active in soccer, scouts, dance and band. They spend their free time hiking, fishing, boating, and exploring the outdoors. When not busy with work or church responsibilities, Jared spends as much time as possible fly fishing on Utah rivers or tying flies for the next outing.

Client Services

Charlie Maynes | Client Services, Investment Advisor Representative

Client Services and New Business Specialist Charlie Maynes’ focus is to facilitate fund transfers on behalf of new clients and ensure the seamless processing of new client applications. He also helps in general operations processing and client service. His business goal is to simplify processes for our clients and make every client interaction with B.O.S.S Retirement Solutions a positive experience.

He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

Charlie enjoys spending time with family, hiking, backpacking, camping, reading, writing, art and basketball.

 

Curtis Packer | Client Services, Investment Advisor Representative

With nearly 20 years of marketing experience, Curtis is someone who is comfortable and successful in any client relations environment. Curtis is a skilled communicator, who is able to quickly assimilate new, technical, concepts, and present them within the context of higher-level strategies. He is a hard-working professional who strives to make each and every client feel confident and valued.

Curtis graduated from The University of Utah with a bachelor’s degree in marketing and a minor in Japanese. Curtis lives in Riverton, Utah and has many interests, including running, reading, finance, technology, and music. But he mostly enjoys spending time with his family.

He is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

 

Karla Church | Client Services and Processing

Karla has worked in the financial industry for over 10 years. She loves building relationships with clients and fellow employees while assisting with new application operations and transfers. She takes great pride in being an active contributor to the great team at B.O.S.S. Retirement Solutions.

She has lived in Utah most of her life with husband Kevin and her three children. She is also the proud grandmother to 4 beautiful grandchildren. Her hobbies include running, 4-wheeling, gardening, hiking and anything outdoors. She also loves to read and spend time with her family.

 

Cassidy O’Brien | Client Services

Cassidy assists the Client Services Advisors with client requests and is committed to bringing excellent customer service and support to our clients. With several years of experience in customer service and account management, her goal is to ensure client’s needs are taken care of.

Cassidy has a background in insurance, and holds her life and annuity insurance license. She graduated with a Bachelor’s degree in Consumer Studies with an emphasis in Financial Planning from the University of Utah.

In her free time, Cassidy enjoys spending time with friends and family, reading, music, traveling, and volunteering in her community.
 

Melanie Tingey | Client Services, Investment Advisor Representative

With more than 14 years of customer service and office administrative support background, Client Services Specialist, Melanie Hamann's top commitment is to provide superior client service. Her goal is to make sure that our clients’ service experience with our firm is exceptional.

Melanie assists with client accounts and client requests.  Melanie's knowledge and friendly approach with our clients helps ensures a positive and professional experience.

Melanie graduated with a Business Management degree from BYU, with an emphasis in Entrepreneurship and Marketing.

In her free time, Melanie enjoys spending time with her family, camping, four wheeling, fishing, cosmetology, fashion and entertainment.

She is an Investment Advisor Representative with B.O.S.S. Retirement Advisors and a licensed insurance agent with B.O.S.S. Retirement Solutions.

 

Adam Lallas | Client Services

Adam Lallas is driven and committed to providing objective, client-centered service and is passionate about people’s individual lives, situations, and needs. His primary focus is to assess and deliver upon specific needs of clients as well as providing support and knowledge base. Though originally from Utah, he comes to us from the Chicagoland area where, as a personal financial planning analyst, he supported clients in the areas of Wealth Management, Retirement and Financial Planning, and Tax Planning and Preparation.

Adam graduated with a Bachelor’s degree in Personal Financial Planning from Utah Valley University and continues to be active in the planning community. He has nearly 5 years’ experience in the financial services industry and over 12 years’ in customer service. He is a licensed insurance agent with B.O.S.S. Retirement Solutions.

He, alongside his incredible wife Karen and two children, enjoys reading, writing, film, television, mountain biking, hiking, and other outdoor activities.

 

Marketing

Angie Maynes | Marketing Director

Marketing Professional Angie Maynes oversees the day-to-day execution of action items involving marketing — coordinating newsletters, blog posts, referral program and advertising-based marketing materials — at B.O.S.S. Retirement Solutions. She aims to provide the ultimate client experience through providing helpful information and clear and consistent communication to our valued clients.

Angie received a bachelor’s degree in business management from the University of Wyoming.

Angie enjoys spending time with her husband and three children, hiking, music, attending her kids sporting events and playing the piano.

Melissa Ceballos | Director of Business Development

With nearly 20 years of experience in varying roles involving HR/Talent Acquisition, Sales, Marketing, and Customer Service, Melissa Ceballos serves as our Director of Business Relationships. Having spent much of her time focusing on community outreach and building strong, long-lasting relationships, Melissa drives our corporate outreach program and business-to-business relationships. Her goal is to educate potential clients on the high-touch approach, services, and options that B.O.S.S Retirement Solutions offers.

Melissa grew up in Southern California and moved to Utah to attend and graduate from the University of Utah. She received her Bachelor’s Degree in Communication.

She is married to her husband Paul. They have three children and are very involved with their school, sports, music, and dance programs. They love to travel and spend time with family and friends. Melissa has also been actively involved in the community supporting organizations such as the United Way, The Road Home, and mentoring college students across the state of Utah.

 

Tiffany Parry | Marketing Assistant

With a passion for assisting others and a strong background in client support, Tiffany enjoys her role as Client Relations Specialist at B.O.S.S. Retirement Solutions. She works as the first point of contact and strives to provide excellent client and staff support while managing the day to day functions of the office. She holds a degree in Information Technology and 15 years of customer support experience. In her spare time Tiffany enjoys family activities, crafting, and volunteering for events and non-profit organizations in her community.

Client Relations

Merrie Carson | Client Relations Coordinator

Merrie is excited to come to work every day for an outstanding company, with such exceptional associates. As a Client Relations Coordinator, she has the opportunity to answer the first questions clients have when they turn to BOSS Retirement Solutions. She gladly helps them prepare to meet with one of our financial advisors, and ensures they receive excellent service and assistance.

Merrie has several years of experience in different areas of the customer service field. She is always looking for ways to grow, improve, and better serve the company. She has her Bachelor’s Degree from Brigham Young University.

In her spare time, Merrie enjoys singing, beauty and fashion.

 

Zach Mortensen | Client Relations Coordinator

As the Client Services Coordinator, Zach calls our potential and current clients to inform them about upcoming events and collect their information. He has the opportunity to answer some of the first questions clients have when they call B.O.S.S. Retirement Solutions and help them schedule and confirm upcoming appointments. He has a fun personality and enjoys helping all those that call in for our services.

Zach has been working in the customer services setting for 6 years. In high school he started and ran his own lawn care company regularly dealing with new and existing customers. Zach is currently studying at Brigham Young University pursuing a Bachelor’s Degree in accounting.

Zach loves to spend time with his amazing wife, Sierra. They love to travel, watch sports, and go on fun adventures. Zach is the oldest of four children and graduated from Lone Peak High School.

 

Chelsea Lindsay | Client Relations Coordinator

Chelsea Lindsay is delighted to join the BOSS family. She's excited to use her background in teaching and customer service to serve new clients as a Customer Relations Coordinator. She believes in building an authentic, human connection with each interaction; at the office and in her everyday life. She's built her customer service experience in multiple roles, including agent, team lead, supervisor and corporate trainer.

Chelsea completed her Master of Music from Brigham Young University in 2015. When she's not at the office, Chelsea enjoys working on new musical projects, performing, spending time with her family.

 

Rayna Simons | Office Administrator and Client Relations

Rayna is a highly motivated and driven individual who's meticulous attention to detail makes her a perfect office administrator for our Lehi location. She has over 18 years of experience in customer service and enjoys helping others at every opportunity.

Outside of B.O.S.S. Retirement Solutions, she enjoys her charity work with the "Ladies of Charity'' and the continual fulfillment she finds while assisting others.

In her free time she enjoys open water diving, sky diving and all outdoor activities and spending time with her two children.

Priscilla Hansen | Office Administrator and Client Relations

Priscilla is a highly motivated and goal oriented individual who strives to provide the best interactions with clients.  Priscilla has over 17 years’ experience in client relations and office management. She has over 5 years’ experience in the financial industry and strives to offer exceptional client support on all levels. She is currently working on her Bachelor’s Degree in Economics at SLCC.

In her free time, Priscilla enjoys spending time with her daughter, reading, cooking, the arts, traveling and being an avid outdoor enthusiast.

Becky Hinze | Office Administrator and Client Relations

Becky’s friendly face and positive personality make her a wonderful office administrator at our Bountiful location. She has over 10 years’ experience in customer relations and office management. Endeavoring to help others is a continual quest for Becky. Filled with ambition, skills, and a welcoming spirit she is a valued member of our team.

Becky is from Minnesota but has lived in Utah most of her life. She loves to spend time with her stellar husband Alan and their beloved daughter. She enjoys cooking, theater, challenging chess games, kickboxing, Zumba, and serving in her local church and community.

Cassandra Judd | Office Administrator and Client Relations

Cassandra loves to serve others in any way possible. She is highly driven and has a very friendly personality. She offers over 19 years experience in customer service and office management. These skills and attributes make her a great fit as the Office Administrator at our Bountiful location. She is eager to create a positive and unparalleled experience for every client at each visit.

Cassandra holds an Associate's Degree in accounting from LDS Business College. She is planning on attaining her Bachelor's Degree in the near future.

In her free time, Cassandra enjoys spending time with her wonderful husband, Ryan, and their three amazing children. Together they stay busy supporting their children in their extracurricular activities. They also love camping, traveling, and spending time with extended family and friends. Cassandra loves the rain and visiting her home state of Washington whenever possible. She also enjoys reading, going to the movies, playing games, cooking, history, and wearing pajamas whenever possible. She can also be found volunteering at her children's schools, and serving in her local church and around her community.

Elizabeth Chandia | Office Administrator and  Client Relations

With a background in Human Resources and Office Administration, Elizabeth loves using her talents and skills to contribute to the B.O.S.S. Retirement Solutions team. Elizabeth graduated from Brigham Young University with her degree in Latin American Studies. She is passionate about people, community, and culture.

Elizabeth enjoys going on adventures with her wonderful husband, Raul. And in her spare time loves spending quality time with family and friends, swimming, and participating in all outdoor activities.

 

Strategies for Financial Independence

It is important to feel you have control over your future. At B.O.S.S. Retirement Solutions, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a complimentary introductory meeting! Call us at (801) 990-5055 .

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.