Headshot of Brian Freckleton

Brian K. Freckleton

Founder and CEO

Brian Freckleton has over 37 years experience in Estate, Business and Charitable Planning. He is a member of  the Salt Lake Estate Planning Council and the National Association of Insurance and Financial Advisors. Brian works with high net-worth individuals to create solutions that meet their needs.

Headshot of Craig Cooper

Craig Cooper

Director and Registered Service Assistant