Our Team

Each member of our management team has years of experience and a natural desire to help people. We model that standard of excellence to each of our associates and trust every one of them to give you world-class expertise and service.

Aaron edson

Founder / CEO

Aaron wields over 30 years of experience in entrepreneurship and financial advice, working with businesses with net worth totaling nearly half a trillion dollars. He loves creative solutions and helping lead people to informed decisions.

James Joblon

Manager

A bold future needs bold leaders, and none are bolder than James Joblon. Nearly 20 years of experience walking the walk means that when James talks, people tend to listen.

Dwayne Martinez

Manager

A leader who has done it all many times over, we constantly look to Dwayne to show us what's possible and just how to do it.

Dave McDonnough

Manager

Dave has been both a business owner and a client before coming to work with us. He provides exceptional insight into our clients' needs and is a very fast study on very comples issues.

Lane Morgan

Manager

Lane is the "energizer bunny" that just won't stop. Just one meeting with him and you'll appreciate his infectious energy and drive to help people.

Matt Braden

Manager

Matt is a proven expert our field and a mastermind at our product offerings, but his true talent is presentation. No one runs a room and a meeting like Matt, who can make any subject exciting for the audience.

Plus over 50 associates to help you and your business realize the benefits of our class-leading policies.

Our team is constantly evolving and growing to serve the needs of businesses in the Mountain West. Check back soon to find our newest additions.