Investment Advisor Representatives
Our first priority is helping clients take care of their financial goals and objectives. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our of success.
The Following licensed individuals work as Investment Advisory Representatives of Promontory Financial Planning.
Mic Bowen. Mic has been working in finance since 2000 when he graduated from BYU with a Masters in Tax and Accounting. He has worked within Health Care, Banking, Investment Management and Personal Finance. Mic joined Promontory in 2016 as an Investment Advisor Representative.
Dan Sherwood. Dan joined Promontory as an Investment Advisor Representative in 2015 after working with Nationwide. Dan helps clients create financial plans and gives investment recommendations for individual clients.
Joe Burkley. Joe has been working as a financial advisor since 2005. With experience at Ameriprise and Nationwide. Joe joined Promontory as an Investment Advisor Representative in 2015. Joe graduated from Utah State University and has a Masters in Information Systems from Colorado State University.
John D. Houck. John has worked in finance for 30 years helping clients. His accolades include a LaSalle University PhD, American College MSM Management, BS in Economics, ChFC Chartered Financial Consultant, CLU Chartered Life Underwriter. John was President and CEO of Western Pacific Financial Services, INC. from July 1976 to May 2004. John then was an advisor at Voya until 10/16/ 2017 when he joined Promontory Financial Planning as an Investment Adviser Representative.
Rob Simons. Rob has worked as a financial advisor for over 30 years. With experience at Berthel Fischer, Money Concepts, Zions Investment Services, and Pruco. Rob joined Promontory as an Investment Advisor Representative in 2017. Rob graduated from BYU.
Ron Valentine. Ron is owner of Valentine CPA in Layton Utah. Ron's firm provides Tax Preparation,Tax Planning, Payroll Processing, Quarterly Reports, Review of Accounting Records, Monthly Accounting and Bookkeeping Statements and Help with New Corporations or Limited Liability Companies. Ron is also investment licensed and a representative of Promontory Financial Planning.