OUR TEAM

John Bergquist
Managing Member
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.

Carson Pearson
Managing Member

Carson Pearson is a Managing Member and Co-Founder of Pearson, Butler, & Carson, PLLC a mid-sized Utah based law firm. He primarily works with small business owners and entrepreneurs. His work requires him to be knowledgeable in entity structuring, contracts, tax, qualified plans, charitable structures, trusts, corporate finance, asset protection, insurance concepts, investments, real estate and estate planning. Mr. Pearson has co-founded and operated several successful businesses in Health Care, e-commerce, real estate and insurance. In addition to these businesses, he has consulted with several small business ventures on operations, sales, marketing, and human resources to gain and increase profitability and has successfully accomplished both business turnarounds as well as workouts. He received his Juris Doctorate from the J. Reuben Clark School of Law at Brigham Young University. He also attended the University of Utah where he received his B.A. in Speech Communication. Mr. Pearson is a member of the Utah State Bar and routinely provides pro-bono work to the community. He is also licensed to practice before the United States Supreme Court.  Mr. Pearson is fluent in Spanish and is a proud member of Phi Beta Kappa.

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.  

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.  

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.