CONNECT

Address:

3115 East Lion Lane | Suite 310Salt Lake City, UT 84121

Phone:

(801) 993-0550

801-993-0507 Branch

Fax/Other:

(801) 993-0551

Executive Team









Our Executive Team of Professionals has over 60 Years of combined experience to help you meet your financial goals.  


Steven C. Fullmer, CFP®  •  (801) 993-0502  •  Steve@ifgteam.com



James F. Davenport, CFP®  •  (801) 993-0501  •  James@ifgteam.com



Sam C. Clark  •  (801) 993-0500  •  Sam@ifgteam.com



Les Barber  •  (801) 993-0503  •  Les@ifgteam.com



Casey Kotter, CFP®
  •  (801) 993-0520  •  Casey@ifgteam.com


 


Our Objectives for our Clients:



  • Financial & Lifestyle Independence
  • Liability Protection
  • Proactive Reduction of Tax Liability
  • Preserve and Grow Wealth
  • Estate Planning
  • Education Needs
  • Family Planning






 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck