OUR TEAM

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John Bergquist
President
Investment Advisor Representative
Certified Financial Fiduciary® (CFF)

John began his investment career in 2000 as a planner with Transamerica. John is a Certified Financial Fiduciary® (CFF), has his Series 65 license, as well as his Life& Health license. He is incredibly passionate about educating individuals and families on finances. For John, it is so rewarding to help his clients reach their financial goals and aspirations, plan for their future retirements, and help them prepare for difficult financial times. John is known for giving his clients the greatest of care and views each one of them as dear friends. John's writings have been published in many news outlets including Forbes, MSN Money, Yahoo! Finance, U.S. News & World Report, Investopedia and more. John lives in Riverton, Utah with his wife and 6 children. He is an avid sports fan and spends his free time cheering on his children at their various sporting events.

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Jeff Busch
Partner
Investment Advisor Representative
Certified Financial Fiduciary® (CFF)

Jeff has been a leading professional in the financial services industry since 2004.  Jeff is a Certified Financial Fiduciary® (CFF) and has his Series 6, 63, 65, Life & Health, and P&C licenses.  Jeff has had various experiences and training with multiple firms including Transamerica and Farmers Insurance Agency.  Jeff is dedicated to helping his clients achieve their financial goals, and his loyal commitment to them is paramount.  His 'no nonsense' approach to helping his clients achieve their goals probably stems in some part from his experience as a law enforcement officer prior to entering into a career in financial services.  Jeff Busch has been published in U.S. News and Yahoo! Finance.  Jeff lives in Riverton, Utah with his wife and four children.  

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Jeff Wood
Partner
CPA, CMA
Investment Advisor Representative

Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte,. He and his wife, Annmarie, have lived in Japan, California, and are now back to their roots in Utah.  Jeff has worked in banking, public accounting, and other executive positions in the financial industry.  His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face.  Jeff and his wife live in Saratoga Springs, Utah with their four children and two dogs.  

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Alan Fletcher
Partner

Alan began his career in finance in 2015 with Farmers Insurance Agency and transitioned to Lift Financial in early 2020.  Alan currently holds Life & Health as well as P&C licenses in multiple different states.  His passion for finance comes from the belief that everyone should be “in the know” and deserves the opportunity to know how to achieve their financial goals.  Alan’s goal is to help individuals and families identify and accomplish their specific dreams through education and plan implementation. Alan graduated from the University of Utah with a Bachelor of Art in History.  Alan and his wife live with their three children in Cottonwood Heights.  They enjoy the beautiful outdoor landscape Utah has to offer, various sports, and any chance they get to cheer on their kids. 

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Callie Stillman
Partner

 

Callie was born and raised in Utah, 6 of 9 kids. Coming from a large family she quickly learned that she had to work if she wanted to do anything other than chores. Callie started working at 15 to help pay for school, sports, and extracurricular activities. Callie continues to love sports, fitness, and movie marathons.  As the favorite Aunt it is Callie's duty to play with her nieces and nephews as often as she can. Callie takes that job very seriously! When her father passed it opened her eyes to the pain of being unprepared. Callie found Lift and happily found that their mission matched her own. Helping people get a plan that makes them feel safe and excited for their future is something everyone deserves. Callie's strives to have people leave her office in better shape than when they walked in.