At Plan 4 Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Therese J. Milad, CFP®, AIF®
Certified Financial Planner
(801) 568-0655
As a committed, seasoned financial advisor with over 25 years of experience in financial planning, Therese is well-versed in global financial product strategies and offers her clients a full spectrum of professional services. Therese...
Debra Whiting
Client Services Assistant
(801) 568-0655
Debra has been part of the team of Plan 4 Wealth since 2006. Previously, she worked for nine years at an investment advisory firm in Michigan. She also has a background in human resources and banking. Debra enjoys a close...
Debbie Parker
Branch Operations Manager
(801) 568-0655
Debbie is a Registered Administrative Assistant, Operations Manager for the firm. Debbie entered the financial services industry in 1980 as a wire house operator for...
Justin Hansen, MBA
Wealth Manager
(801) 568-0655
Justin began his career in 2006 with Goldman Sachs. For the next ten years, he was a Vice President in the Investment Management Division serving as the Embedded Risk Officer of Private Wealth Management. Following his time at Goldman...
Darin Arnell, MSFS, AIF®
Wealth Manager
(801) 568-0655
Darin entered the financial services industry as a financial advisor in 2003. He spent 10 years at a globally recognized Top 10 Investment Management Firm working as a Senior Analyst on a team managing $4 Billion in assets for high net...
Pamela Thompson
Assistant to *Therese J Milad, CFP®, AIF®
801-568-0655
Pam brings extensive customer service, case management and exceptional organizational skills. She has been in the insurance industry for over 20 years, both property and casualty as well as the life side. She is licensed as a life,...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.