We have been working with individuals and businesses in the area for over twenty-four years, utilizing our extensive personal and professional experience. We are registered and well qualified to help determine appropriate solutions, using a variety of investment and insurance strategies. We are dedicated to developing lasting relationships with all our clients. We believe in helping you to assess your financial goals and to participate in the management of your own finances. We will provide clear, easily understood explanations of financial products and services to maximize and benefit your quality of life. The personalized program that we can provide is a roadmap to working toward a more secure financial future. In addition, we will assist those who are so inclined, to discover and express philanthropic or charitable desires.
Our President, Daniel Gomez, is passionately and actively engaged in serving his statewide community through his unpaid volunteer efforts with Intermountain Healthcare, SelectHealth Insurance, The Road Home Homeless Shelter, the Women's Leadership Institute and Ronald McDonald House Charities, Utah. He currently serves on the Board of Trustees of Intermountain Healthcare, and is an active member of several committees. He also serves as a Trustee for the Intermountain Community Care Foundation Board, the primary channel through which Intermountain Healthcare supports community clinics and wellness efforts for low income and uninsured persons. Daniel is a nine year member of the SelectHealth Board of Trustees, currently serving as the Chairman of the board until 2022. For the last 18 years, he has joined with friends and NAIFA associates to provide breakfasts and Christmas dinners/parties at The Road Home Shelter in Midvale, Utah which benefits upwards of 200 people (mostly children) during the coldest times of the year. Daniel also serves as a member of the Ronald McDonald House Charities Planned Giving Committee. Taken together, Daniel believes that his community service will help those whom he serves to become better informed and engaged consumers of their healthcare...while also creating their own opportunities to demonstrate their philanthropic and service desires.