Our Wealth Management Advisors

Brady is a senior vice president on the Wealth Management team at NFP’s South Jordan Office. He specializes in multigenerational family wealth transfers from business succession and liquidity event planning around private equity transactions.

Brady began his financial services career as a financial advisor with Morgan Stanley. In 2017, Brady cofounded and served as managing partner at Divergent Wealth Advisors, which became a part of NFP in 2023.

Brady earned his degree in business management with an emphasis in finance from Brigham Young University-Idaho. He also holds his Series 66, Life and Health, Property and Casualty, CRPS and CFP designations.

As a financial and investment specialist, Brett is responsible for analyzing, implementing and monitoring investment portfolios for retirement plans and individual clients.

Brett is a Certified Financial Planner^TM who designs and implements comprehensive financial plans which include retirement income planning, budgeting and cash flow analysis, investment tax planning, insurance and employee benefit planning and investment portfolio management.

Prior to NFP, Brett was a financial and investment specialist at Tycor Benefit Administrators in Wayne, PA. He has over 25 years of industry experience in investment portfolio construction, portfolio analysis, portfolio management, asset allocation strategies and financial planning.

Brett is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC.

Brett has an Associate of Science degree in business administration from Montgomery CCC, is credentialed as an Accredited Investment Fiduciary^® and Retirement Income Certified Professional^®, and holds Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam) and life insurance licenses.

Brian has been in the financial services business since 2006 and holds a blemish free FINRA broker record. Brian works with individuals, families, and businesses on their complete and comprehensive financial planning. Brian and his team at NFP Mid-Atlantic Wealth Team are independent fiduciary comprehensive financial planners helping clients will all aspects of their financial lives.

Brian holds a CERTIFIED FINANCIAL PLANNER™ board designation as well as a Master’s Degree in Financial Planning. He also has earned the Chartered Financial Consultant Designation (ChFC), Chartered Advisor for Senior Living designation (CASL), Accredited Estate Planner (AEP) Designation, which is the top graduate level estate planning credential in the financial services industry, and is a Retirement Income Certified Professional (RICP) which is specialized for helping individuals in the retirement income planning field. Brian also currently holds his series 7 General Securities License, Series 66 Uniform Combined State Law Exam, Life and Health License, and Property and Casualty License. Brian is licensed in numerous states throughout the country. Brian is also currently an active member of the Baltimore Estate Planning Council.

Brian is a University of Maryland graduate and a native Washingtonian. He currently resides in Baltimore area with his wife Jennifer and their two children.

As an advisor associate and at NFP, Brielle Parkinson empowers individuals with tailored financial plans for their future goals, promoting financial well-being and understanding.

She began her financial planning career with Divergent Wealth in 2021. Now part of NFP, Brielle brings over three years of dedicated service and experience to her clients.

Brielle is a CERTIFIED FINANCIAL PLANNER™ and holds a finance degree from Brigham Young University and a Series 65 license. Her roles as a mother and wife, alongside her hobbies in sports and time with her family, shape her holistic approach to financial planning.

Dallin Griffin is an associate vice president of Wealth Management at NFP who focuses on enhancing client financial health through tax efficiencies and streamlined financial strategies.

Having worked with the founding partners of Divergent at Morgan Stanley, Dallin recognizes the value of an investment strategy that can be articulated by clients. His academic background includes a Bachelor of Science in finance from Utah Valley University and certifications as a financial planner and exit planner.

Beyond his professional endeavors, Dallin's commitment to the community is evident through his volunteer work with local charities.

Easton Dickson is an associate vice president and financial planner at NFP. Easton brings a personal CFO approach to financial well-being and leverages his experience growing up in a family-owned bakery business.

Easton graduated from the University of Utah and holds a Bachelor of Science in Financial Planning & Counseling. Easton is also a CERTIFIED FINANCIAL PLANNER™.

Through his role in NFP’s Wealth Management Leadership Committee, he is proud to help shape the long-term evolution of financial planning and wealth management.

Easton believes in giving back, reflected in his time volunteering for the VITA organization, helping less-fortunate families file their taxes.

If not at work, you will find Easton spending time with his wife and daughter.

Eric's career in the investment and retirement industry began in May 1993 with Invesco Distributors / AMVESCAP Retirement, Inc. In May 2004, Eric joined Advanced Financial Strategists, Inc. as Vice President of Marketing and Chief Compliance Officer. His primary responsibilities included active management of individual client portfolios, consulting for retirement plans and interfacing with plan vendors, compliance oversight, creating and delivering advisory presentations, and offering consulting services on a wide range of retirement-related topics. All of this was delivered while acting in a fiduciary capacity. In early 2022, AFS Advisors, LLC was acquired by NFP Retirement, Inc. As Vice President, Eric continues to serve both wealth management and corporate retirement plan clients in a fiduciary capacity. 

Timothy Corle is the senior vice president of Wealth and Retirement at NFP, where he leverages over 30 years of experience to provide comprehensive wealth management and retirement solutions. He leads a team dedicated to helping clients live well and retire comfortably. Passionate about financial literacy, Tim calls himself the “Everyman” advisor, striving to make financial services accessible to individuals and businesses alike. He has authored numerous articles and blog posts on topics including retirement planning, tax strategies, risk management and insurance.

Tim specializes in financial planning, fiduciary services, and designing top-tier 401(k) and defined Benefit plans that benefit both businesses and their employees. His expertise extends to investment strategies, risk management, and compliance oversight. Prior to NFP, Tim was President and Owner of Tycor Benefit Administrators in Wayne, PA. In 2024, he led the sale of Tycor to NFP, aligning with a firm that provides expanded national resources and scale.

Tim holds a Bachelor of Science in business and finance from Drexel University and maintains multiple industry credentials, including Certified Financial Planner™, Certified Pension Consultant, Certified Plan Fiduciary Advisor and Series 7, 63 and 65 securities licenses.

As associate vice president of Wealth Management at NFP, Jake Gutke empowers clients with confidence in their financial plans and investment strategies, providing comprehensive support for all their financial needs. 
Jake brings his experience and successes as a branch manager at Ascend Staffing to NFP and his clients.

His passion for wealth management began with Divergent Wealth in 2019 and now continues at NFP. Jake’s approach is marked by his integrity and client focus.

Jake’s academic achievements include graduating summa cum laude in business administration and marketing from Utah State. As a dedicated father and husband, Jake cherishes time with his wife Kaylee and their three children.

Kade is a financial planner on the Wealth Management team at NFP’s Utah office. Kade works with individuals, families and closely held businesses providing comprehensive, personalized strategies to help them reach their financial objectives. He emphasizes the importance of tax and estate planning as key components to building and protecting wealth.

Kade graduated from Utah Valley University, earning a degree in Personal Financial Planning with a minor in Business Management. He holds a CERTIFIED FINANCIAL PLANNER™ board designation and his Series 65 (Uniform Investment Adviser Law Exam) securities registration and life insurance license.

Kade enjoys giving back to his community by offering employee education to groups and individuals to empower them to make great financial and retirement decisions. Kade and his wife, McKynlee, currently have one child and a three-legged Bernese mountain dog. Together, they enjoy the Utah outdoors, especially powder days on the slopes and sunny days on the lake.

Mack is an advisor on the Wealth Management team at NFP’s Minnesota office. Mack has an active role in the financial planning and development of investment strategies to help clients meet their short and long-term financial goals. He also serves as an investment committee member at NFP. Mack’s breadth of knowledge and expertise makes him a valuable resource to clients.

Mack started at NFP in 2018. Prior to assuming his role as an advisor he was a senior associate on the Wealth Management team and has been in the financial services industry since 2017.

A graduate of Saint John’s University, Mack earned a degree with a double major in accounting and economics. Mack is a CFP® Professional. He also holds his Series 7 (General Securities Representative Qualification Examination), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam) licenses.

Mack is an Alumni Class Committee Member at Saint John’s University. He enjoys golf, hockey and traveling.

With over 25 years of experience in the wealth advisory industry, Mei serves as Senior Vice President and Practice Leader at NFP Wealth Management’s Greenville, South Carolina office, a boutique wealth management firm dedicated to delivering highly personalized financial solutions. 

As both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER^® professional, Mei brings a unique blend of tax expertise and comprehensive financial planning insight to each client relationship. 

Throughout a distinguished career, Mei has advised high-net-worth individuals, families, and business owners on strategies to grow, preserve, and transition wealth. Known for her disciplined, client-centered approach, she is deeply committed to helping clients navigate financial complexity with clarity, confidence and a long-term vision. 

In addition to her professional work, Mei is a published author of daily devotions and is actively involved in her local church, where she leads ladies’ Bible study and enjoys mentoring younger women in both their spiritual and personal growth. Outside of work and ministry, she finds joy in traveling with her husband, Darren, and spending quality time with her family — especially her grandson, Maverick. 

Michael is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Serving as an independent personal CFO, Michael specializes in helping high-net-worth families and business owners collaborate with trusted advisors to provide unified and objective advice on their key decisions.

Michael has over 11 years of experience and started at NFP in 2010. Michael’s ability to provide insight and solutions to help clients accomplish financial goals earned him a place on Fortune Magazine’s Five Star Wealth Managers Under 40 list in 2020.

Michael earned his bachelor’s degree in business with minors in economics, art and coaching from Saint John’s University and earned his MBA at the University of St. Thomas. Michael is a CPWA® and CFP®. He also holds his licenses for Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination), as well as Life, Health and Accident licenses.

Michael is involved in his community and is a board member on the Mounds Park Academy Alumni Association Board, where his wife, Ashley, is also a mental health counselor. Together, they have two daughters, Claire and Natalie. Michael enjoys running, biking and hiking. He also enjoys cooking, traveling and Minnesota sports.

Nick has been in the financial services business since 2014 and holds a blemish-free FINRA broker record. Nick works with individuals and families on their complete and comprehensive financial planning. Nick works as a fiduciary as part of NFP’s Southeast Wealth Team, providing comprehensive goals-based financial planning. He works to help clients with all aspects of their financial lives. Nick holds a CERTIFIED FINANCIAL PLANNER™ board designation as well as a bachelor’s degree in Economics. Nick also currently holds his Series 7 General Securities License, Series 63 Uniform Securities Agent State Law License, and Life and Health Insurance License. Nick is licensed in numerous states throughout the country.

Paul is a native of New Orleans, Louisiana and he is a graduate from Louisiana State University School of Engineering.  He entered the financial services industry in 1996 and has earned the designations of a Certified Financial Planner (CFP) and a Certified Investment Management Analysis (CIMA).

As a financial planner, Paul services his client base providing the full scope of the financial planning process including strategies for estate planning and wealth management.  Paul also services corporate clients with qualified retirement plans and executive wealth management programs.  As a certified Investment Management Analyst, Paul provides extensive research in the selection of separate account managers for individuals, foundations and qualified plans.

Paul holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Advisor) and North Carolina insurance license.

Paul and His wife Louise have three boys. Paul enjoys weekends of golf and fishing.

Rizek Housari is an experienced wealth manager and financial advisor at NFP, specializing in financial planning and tax strategy for families and business owners.

He is a CERTIFIED FINANCIAL PLANNER™ and holds undergraduate and graduate degrees in accounting from Brigham Young University. Starting in KPMG’s advisory team in 2018, his CPA background continues to help guide clients today. He left KPMG’s advisory team to join Divergent Wealth in 2021 and is now at NFP.

Beyond his academic and professional achievements, Rizek advocates for financial confidence among women through nationwide education and training programs. He also plays a key role in the Built4Life program, where he prepares student-athletes for life beyond sports. 

Rob provides comprehensive financial planning to a diverse client base in areas including budgeting, retirement, college, investing, insurance, taxes and estate planning as a senior advisor.

He began in the financial services industry upon graduation from college and has now been serving clients for almost 20 years. The majority of his professional career has been with NFP, where he has gained significant experience working with employers to help design and manage their retirement and executive benefits programs.

Rob has managed countless sophisticated consulting engagements and has conducted thousands of one-on-one meetings with clients. His passion is the design and execution of unique solutions to meet individual financial aims. His time is spent focusing on his individual clients and counseling individuals as part of their workplace benefits. Rob is a Certified Financial Planner professional, Accredited Investment Fiduciary® designee and Retirement Income Certified Professional®.

He received a B.A. from Temple University and has been mentored and trained by industry leaders.

Sara is an assistant vice president of Operations and an advisor on NFP’s Minnesota Wealth Management team. As an advisor, Sara is actively involved and responsible for managing client relationships. She works with clients to develop a financial plan to help them meet their financial goals. Additionally, Sara manages all aspects of the Operations department within the Wealth Management division.

Sara started at NFP in 2017 and has been in the financial services industry since 2010. Prior to joining NFP, Sara held roles as an associate financial representative and associate wealth management advisor.

A graduate of the University of Wisconsin – La Crosse, Sara earned her bachelor’s degree in marketing with a communications emphasis. Sara is a CFP® professional. She also holds her Series 7 (General Securities Representative Exam), Series 66 (Uniform Combined State Law Exam), and Life, Accident and Health licenses.

Sara enjoys being outdoors, camping, and spending time with her family and friends.

Steve is a Certified Financial Planner™ with over 30 years of experience in the healthcare and finance industry. Steve manages comprehensive financial planning by identifying financial needs, providing solutions and setting goals while keeping budget in mind.

Steve has extensive experience providing consulting and advice in financial planning, health, life, dental and disability insurance for individuals as well as large and small corporations. His holistic approach to providing insurance solutions, expertise in forecasting market trends and desire to cultivate long-term relationships makes him a partner you can rely on. He is a nationally recognized expert who has been featured on Fox News.

Prior to NFP, Steve owned and operated Casico, a Managing General Underwriting firm and lead the company to $12 million in stop-loss premium. He was directly responsible as the COO for the financial turnaround of The Preferred Plan, the first PPO in Illinois; a family-owned business.

Outside of work, Steve enjoys traveling, spending time with family and cycling all around the world. He is also a wine enthusiast and enjoys trying new food and wine pairings.

Steven is a vice president on the Wealth Management team of NFP’s Minnesota office. Steven is an investment advisor for corporate retirement plans, and regularly meets with leadership to manage the fiduciary process for the benefit of their employees.

He also coordinates education and financial planning as part of wellness programs for corporate clients. This provides a high touch and more personal experience for employees giving them support to measure and stay on track for financial and retirement planning. Steven’s skills in individual retirement income planning include cash flow analysis, investment management, income tax review and family legacy planning.

Steven started in the financial services industry in 2000 and has many years of advisory experience. He earned his degree in Finance and Economics at St. Cloud State University and his Master’s degree in Finance at DePaul University. He is a CFP® professional and holds his Series 65 and Series 66 licenses.

Steven is involved in his community and is part of Lord of Life Lutheran Church and Redeem Christian Academy. Steven and his wife, Alison, have two children, Cole and Eddie. He also enjoys canoeing and hiking in the boundary waters and home gardening.

Taylor is a Senior Advisor on the Wealth Management team at NFP’s Minnesota office. Taylor has been with NFP for over 13 years and has become an expert in helping her clients reach their financial goals. She specializes in retirement planning for individuals and families by coaching them through life’s challenges and rewards. ​

Taylor advises clients by identifying quality and diversified investment options to utilize in their portfolios. She is a wonderful source of knowledge and guidance that will help you feel confident, informed and in control of your financial future. In addition, she has an active role in helping businesses develop and implement financial wellbeing programs to assist in educating their employees.​

A graduate of the University of Minnesota, Taylor earned a degree in entrepreneurial management and marketing. She is a CERTIFIED FINANCIAL PLANNER^®. She holds her Securities Series 7 (General Securities Representative Qualification Examination) and Series 66 (Uniform Combined State Law Examination) registrations through Kestra Investment Services, LLC. Taylor also holds life, accident and health insurance licenses.​

Taylor enjoys being active playing golf and tennis. She also enjoys traveling and spending time with her husband and friends.

William Street is an associate vice president at NFP where he provides comprehensive financial planning services. William utilizes his rich background in law and wealth strategy to help shape successful client planning for long-term wealth management as well as tax and estate planning efficiency.

William's career began in law, practicing with VanCott Bagley Cornwall and McCarthy, now known as Fabian VanCott (2008 to 2014). He transitioned to wealth management as a wealth strategist with Paradigm Life in Salt Lake City, then later joined Divergent Wealth Advisors, acquired by NFP in 2024. He currently serves as advisor, general counsel and assistant chief compliance officer. William is also a cofounder of Divergent Capital, a private fund of funds.

He holds a Bachelor of Arts from Brigham Young University and a J.D. from the University of Iowa College of Law, and his professional accreditations include CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner and licenses in Life and Health and Series 65.

Having a deep commitment to his profession and community, William is also an active member of the Salt Lake Estate Planning Council, the National Association of Estate Planners and Councils and the Utah State Bar.

Al currently serves as managing director with NFP. Previously, Al was the executive chairman of Cambridge Consulting Group.

Al has always focused on a culture of excellence. His leadership, strategic savvy and belief in giving back permeates the entire firm, figuring prominently in its continued success. With over 30 years in finance and insurance, Al has built an impeccable reputation and was recently named a Five-Star Wealth Manager in Estate Planning by Business and HOUR Magazine. In 2021 and 2022, Al was named one of America’s top financial security professionals by Forbes. He is the highest-ranking financial security professional in Michigan and in the top 40 in the United States.

Along with his responsibilities at NFP, he advises insurance and financial firms throughout the United States on product development and distribution. He believes one of the firm’s predominant skills is helping clients synthesize their goals. He works to ensure that NFP always offers objectivity and a transparent, inclusive process to clients.

Al is active in business, civic and community organizations throughout Detroit and across the nation. Al also enjoys traveling, golfing, skiing, reading and spending time with his family. He and his wife Tracey reside in Bloomfield Hills, MI, and Palm Beach, FL.

As vice president, Kevin Bates works with professionals, business owners and high net-worth individuals, advising them on strategies for asset accumulation and wealth preservation. Prior to joining NFP, Kevin was a partner at Cambridge Consulting Group.

Kevin has over 30 years of experience in the financial services industry and offers a unique approach to financial planning that goes beyond the normal scope of client service. This approach includes consideration of a client’s taxation, retirement planning, business structure and real estate through all stages, from accumulation of wealth to estate planning and philanthropy.

Kevin is recognized by HOUR Magazine as a Five-Star Wealth Manager in values-based planning for families. To serve his clients’ needs, Kevin educates his clients and utilizes financial mapping to help address both their financial and lifelong goals.

An active member of the professional community, Kevin is affiliated with many local organizations including The Greater Detroit Association of Life Underwriters and the Society of Finance Service Professionals. He also served previously as a registered financial advisor for the National Football League Players Association. In his spare time, Kevin enjoys skiing, playing golf and traveling.

Kevin and his wife have three children, and currently reside in Clarkston, MI.

Brian has been in the financial services business since 2006 and holds a blemish free FINRA broker record. Brian works with individuals, families, and businesses on their complete and comprehensive financial planning. Brian and his team at NFP Mid-Atlantic Wealth Team are independent fiduciary comprehensive financial planners helping clients will all aspects of their financial lives.

Brian holds a CERTIFIED FINANCIAL PLANNER™ board designation as well as a Master’s Degree in Financial Planning. He also has earned the Chartered Financial Consultant Designation (ChFC), Chartered Advisor for Senior Living designation (CASL), Accredited Estate Planner (AEP) Designation, which is the top graduate level estate planning credential in the financial services industry, and is a Retirement Income Certified Professional (RICP) which is specialized for helping individuals in the retirement income planning field. Brian also currently holds his series 7 General Securities License, Series 66 Uniform Combined State Law Exam, Life and Health License, and Property and Casualty License. Brian is licensed in numerous states throughout the country. Brian is also currently an active member of the Baltimore Estate Planning Council.

Brian is a University of Maryland graduate and a native Washingtonian. He currently resides in Baltimore area with his wife Jennifer and their two children.

Timothy Corle is the senior vice president of Wealth and Retirement at NFP, where he leverages over 30 years of experience to provide comprehensive wealth management and retirement solutions. He leads a team dedicated to helping clients live well and retire comfortably. Passionate about financial literacy, Tim calls himself the “Everyman” advisor, striving to make financial services accessible to individuals and businesses alike. He has authored numerous articles and blog posts on topics including retirement planning, tax strategies, risk management and insurance.

Tim specializes in financial planning, fiduciary services, and designing top-tier 401(k) and defined Benefit plans that benefit both businesses and their employees. His expertise extends to investment strategies, risk management, and compliance oversight. Prior to NFP, Tim was President and Owner of Tycor Benefit Administrators in Wayne, PA. In 2024, he led the sale of Tycor to NFP, aligning with a firm that provides expanded national resources and scale.

Tim holds a Bachelor of Science in business and finance from Drexel University and maintains multiple industry credentials, including Certified Financial Planner™, Certified Pension Consultant, Certified Plan Fiduciary Advisor and Series 7, 63 and 65 securities licenses.

Michael is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Serving as an independent personal CFO, Michael specializes in helping high-net-worth families and business owners collaborate with trusted advisors to provide unified and objective advice on their key decisions.

Michael has over 11 years of experience and started at NFP in 2010. Michael’s ability to provide insight and solutions to help clients accomplish financial goals earned him a place on Fortune Magazine’s Five Star Wealth Managers Under 40 list in 2020.

Michael earned his bachelor’s degree in business with minors in economics, art and coaching from Saint John’s University and earned his MBA at the University of St. Thomas. Michael is a CPWA® and CFP®. He also holds his licenses for Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination), as well as Life, Health and Accident licenses.

Michael is involved in his community and is a board member on the Mounds Park Academy Alumni Association Board, where his wife, Ashley, is also a mental health counselor. Together, they have two daughters, Claire and Natalie. Michael enjoys running, biking and hiking. He also enjoys cooking, traveling and Minnesota sports.

Alex is a senior advisor on the Wealth Management team at NFP’s Minnesota office and has been in the financial services industry since 2014. Prior to assuming his role as a senior advisor, Alex joined NFP through the acquisition of The KNW Group in 2017 as a private wealth manager.

Alex provides individuals and corporate clients with personalized wealth management guidance through high-quality financial services, independent investment advisory services, and insurance consulting. Alex’s knowledge and his commitment to his clients provides them assurance and confidence that they are on track to achieve their financial goals. The trust of his clients is the asset he values the most.

With this knowledge, he is a consultant for other advisors, designing custom risk management strategies. His knowledge extends to buy/sell planning, key person insurance, executive recruitment and retention strategies, carve-out plans, and non-qualified plans such as deferred compensation and executive bonus strategies.

A graduate of Saint John’s University, Alex earned a degree in business administration and management. He holds licenses for Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 66 (Registered Investment Advisor). Alex also holds life, accident and health insurance licenses.

Billy is a senior advisor on the Wealth Management team at NFP’s Minnesota office. He works with individuals and families providing comprehensive, personalized strategies to help them reach their financial objectives. He focuses on goal-oriented planning and investment management.

Billy covers all aspects of financial well-being — from budgeting and debt management to insurance and wealth management. He collaborates with tax and estate planning professionals to ensure truly comprehensive planning. NFP’s investment management team oversees over $5 billion of private wealth in their fiduciary capacity.

Billy applies more than 20 years of experience in helping clients achieve financial wellness. He also helps businesses implement financial wellness programs. A graduate of the University of Notre Dame, Billy earned a bachelor’s degree in finance. He holds his Series 7 and Series 66 securities registrations, as well as life, health and variable annuity insurance licenses.

Billy volunteers in his church, his children’s school and the Higher Ground homeless shelter in Minneapolis. He passionately supports organizations that promote stable housing for all. Billy lives in Minneapolis, MN with his wife and three children and feels incredibly fortunate to enjoy their personalities every day. He also likes trivia, crossword puzzles, athletics and card games, volunteering, and traveling.

Brady is a senior vice president on the Wealth Management team at NFP’s South Jordan Office. He specializes in multigenerational family wealth transfers from business succession and liquidity event planning around private equity transactions.

Brady began his financial services career as a financial advisor with Morgan Stanley. In 2017, Brady cofounded and served as managing partner at Divergent Wealth Advisors, which became a part of NFP in 2023.

Brady earned his degree in business management with an emphasis in finance from Brigham Young University-Idaho. He also holds his Series 66, Life and Health, Property and Casualty, CRPS and CFP designations.

As a financial and investment specialist, Brett is responsible for analyzing, implementing and monitoring investment portfolios for retirement plans and individual clients.

Brett is a Certified Financial Planner^TM who designs and implements comprehensive financial plans which include retirement income planning, budgeting and cash flow analysis, investment tax planning, insurance and employee benefit planning and investment portfolio management.

Prior to NFP, Brett was a financial and investment specialist at Tycor Benefit Administrators in Wayne, PA. He has over 25 years of industry experience in investment portfolio construction, portfolio analysis, portfolio management, asset allocation strategies and financial planning.

Brett is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC.

Brett has an Associate of Science degree in business administration from Montgomery CCC, is credentialed as an Accredited Investment Fiduciary^® and Retirement Income Certified Professional^®, and holds Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam) and life insurance licenses.

As an advisor associate and at NFP, Brielle Parkinson empowers individuals with tailored financial plans for their future goals, promoting financial well-being and understanding.

She began her financial planning career with Divergent Wealth in 2021. Now part of NFP, Brielle brings over three years of dedicated service and experience to her clients.

Brielle is a CERTIFIED FINANCIAL PLANNER™ and holds a finance degree from Brigham Young University and a Series 65 license. Her roles as a mother and wife, alongside her hobbies in sports and time with her family, shape her holistic approach to financial planning.

Chuck Bracht is vice president, Business Development, on the NFP Wealth Management team. Chuck has over 39 years of experience and has held many different roles in the industry, including as president of his firm from 1993 to 2010 and vice president prior to the company joining NFP in 2018.

Chuck specializes in retirement planning, asset allocation, estate planning and life insurance. He assists individual clients in their estate planning, which is especially important in light of upcoming changes in the estate tax exemptions. Longer life spans significantly impact the retirement calculus; to address that, Chuck assists our individual clients in their long-term asset allocation and cash flow planning. His extensive experience and breadth of knowledge provides his clients confidence that their financial goals will be achieved.

Chuck is involved in his communities and serves as chairman of the finance committee for VCPORA, a nonprofit organization in New Orleans that is dedicated to the quality of life and historical preservation in the French Quarter.

Chuck is a wine and food enthusiast and likes cooking. He also enjoys skiing, biking, Airstreaming and traveling. Chuck resides in Texas and loves being home, but he also enjoys spending time at his places in Steamboat Springs, CO, and New Orleans, LA.

As a financial advisor specializing in financial education at NFP, Collin plays a crucial role in empowering individuals with the knowledge and tools they need to make informed financial decisions. His expertise helps clients navigate complex financial landscapes, from retirement planning and investment strategies to benefits optimization and risk management. By providing tailored education and strategic guidance, Collin works to enhance financial wellbeing and confidence among employees and clients.

Within NFP, Collin collaborates closely with benefit consultants, wealth management teams and corporate partners to integrate financial education into broader employee benefits and financial planning strategies. His role strengthens client relationships, supports business growth and aligns with NFP’s mission of delivering holistic financial solutions.

Prior to NFP, Collin was a financial advisor at Tycor Benefit Administrators in Wayne, PA. He has over five years of industry experience.

Collin has a degree in finance from York College of PA. He holds licenses in Series 7 and Series 66 securities registration and is a Certified Plan Fiduciary Advisor^®.  

Dallin Griffin is an associate vice president of Wealth Management at NFP who focuses on enhancing client financial health through tax efficiencies and streamlined financial strategies.

Having worked with the founding partners of Divergent at Morgan Stanley, Dallin recognizes the value of an investment strategy that can be articulated by clients. His academic background includes a Bachelor of Science in finance from Utah Valley University and certifications as a financial planner and exit planner.

Beyond his professional endeavors, Dallin's commitment to the community is evident through his volunteer work with local charities.

As managing director, Dan forges new paths and grows NFP in Michigan. Dan is integral in bringing acquisitions that share NFP’s core values and guiding seamless team integration.

Prior to NFP, Dan was appointed CEO of Cambridge Consulting Group in 2014. He has over 30 years of industry experience. Dan has a passion for impacting lives and promotes professional focus and client education. Dan oversees Wealth Management, where he focuses on innovative estate planning, as well as developing plans for preserving and managing wealth and executive benefits programs.

For several years, Dan has been selected by dBusiness and HOUR Magazine as a Five-Star Wealth Manager in Estate Planning, an honor fewer than 7% of financial professionals in Detroit receive. Dan believes in listening and accessibility, whether at the firm or serving clients.

He is a strong supporter of Detroit and involved with several civic and business associations. He is also active with the Children’s Foundation, Children’s Hospital of Michigan Foundation, Henry Ford Health System’s Cancer Institute Task Force, Detroit Country Day School Foundation, Walsh College Foundation, Make-A-Wish Foundation, and the Boys and Girls Clubs of Oakland & Macomb Counties. Dan resides in Bloomfield Hills with his wife and three children.

As vice president, Sales, Wealth and Retirement, Dan Taylor focuses on consulting with corporate clients on qualified retirement plan strategies.

Dan assists with recordkeeper selection, fiduciary needs and a strategic approach to employee communication. In addition to advising on ERISA qualified plan designs, his practice concentrates on incorporating non-qualified executive benefit programs to complement broader group strategies.

Centered on core values and a passion for NFP’s team and clients, Dan’s prioritization of building authentic interactions influences the way he consults with clients. Dan holds a FINRA Series 7 & 66 Registrations and is a licensed life, accident and health insurance agent in the state of Michigan.

Fundamental to Dan’s identity is active in the professional community and the charitable community. He is involved with several organizations, including the Detroit Economic Club Career Readiness Academy, and is a board member of Red Run Golf Club in Royal Oak, MI. Additionally, Dan has volunteered for a number of years as a Big with Big Brothers Big Sisters of Metro Detroit.

Dan enjoys traveling, golfing, handball, bowling and puzzling with his family. Dan resides in Royal Oak, MI, with his wife, Amy, their two children, Alexandra and Trudy and their dog, Leo.

Dustin is a financial advisor at NFP’s Wayne, PA office, and works closely with individuals, families and businesses to develop personalized financial strategies that align with their goals. Whether it’s retirement planning, investment management, risk assessment or wealth preservation, Dustin provides tailored guidance to help clients make informed financial decisions.

Prior to NFP, Dustin has spent time with Vanguard, AXA/Equitable and Tycor Benefit Administrators. Dustin brings over six years of industry experience helping families and businesses achieve their financial goals.

Dustin earned a degree in finance from Bloomsburg University. He holds his licenses for Series 7 and Series 66 securities registration. Dustin also has his Life, Health, and Variable Annuity Insurance licenses in several states. He is a registered representative with Kestra Investment Services, LLC and investment advisor representative with Kestra Advisory Services, LLC. Dustin also holds his CPFA^® credentials.

Dustin is an active member in the Phoenixville Regional Chamber of Commerce, where he engages with local businesses and professionals.

Easton Dickson is an associate vice president and financial planner at NFP. Easton brings a personal CFO approach to financial well-being and leverages his experience growing up in a family-owned bakery business.

Easton graduated from the University of Utah and holds a Bachelor of Science in Financial Planning & Counseling. Easton is also a CERTIFIED FINANCIAL PLANNER™.

Through his role in NFP’s Wealth Management Leadership Committee, he is proud to help shape the long-term evolution of financial planning and wealth management.

Easton believes in giving back, reflected in his time volunteering for the VITA organization, helping less-fortunate families file their taxes.

If not at work, you will find Easton spending time with his wife and daughter.

Emily is an advisor on the Wealth Management team at NFP’s Minnesota office. She is a people person, and client communication is key to her work philosophy.

Emily has 20 years of experience in the financial services industry. Prior to joining NFP in 2017, Emily held positions such as a licensed financial advisor, director of business operations, vice president of Client Relations, and licensed financial associate.

During her professional career, she’s honed her skills in investor reporting, planning, organization, training, development, process improvement and procedural documentation. Combined, Emily uses these attributes to lead her clients and team to success.

Emily earned her B.A. in economics at the University of Iowa and earned her MBA at the University of St. Thomas.

She is also involved in the community and serves as a member on the DEIB Committee.

Frank is a vice president at NFP CA Insurance Services, Inc. Over the past two decades, he has developed a broad knowledge of creative solutions for business owners and successful individuals with various financial needs with an emphasis on tax efficiency.

Formally educated with a bachelor’s degree in engineering coupled with a master degree
in finance, he provides a unique blend of strategic problem solving ability and in depth
knowledge of financial markets and insurance solutions.

He holds a Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law Examination) securities registration as well as life, health and variable annuity insurance licenses in various states. He is a registered representative with Kestra Investment Services, LLC., and an investment advisor representative with Kestra Advisory Services, LLC.

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. NFP and NFP CA Insurance Services, Inc. are not affiliated with Kestra IS or Kestra AS.

Geoff Reeves serves as associate vice president, financial advisor and wealth manager at NFP. As an expert in wealth accumulation and management, Geoff is dedicated to helping clients grow their wealth to achieve the quality of life they desire.

He ensures that his clients are well-informed and confident in their financial decisions and establishes successful wealth management relationships built on trust and expertise.

From the start of his career in 1999, Geoff honed his skills within the investment management divisions of leading firms such as BlackRock and Goldman Sachs.

He earned his Bachelor of Science in finance from the University of Utah and holds the Chartered Retirement Planning Counselor (CRPC) designation, highlighting his skills in retirement planning.

And as an active member of his community, Geoff contributes to local church activities and various city and community events in South Jordan, UT, where he currently resides.

As associate vice president of Wealth Management at NFP, Jake Gutke empowers clients with confidence in their financial plans and investment strategies, providing comprehensive support for all their financial needs. 
Jake brings his experience and successes as a branch manager at Ascend Staffing to NFP and his clients.

His passion for wealth management began with Divergent Wealth in 2019 and now continues at NFP. Jake’s approach is marked by his integrity and client focus.

Jake’s academic achievements include graduating summa cum laude in business administration and marketing from Utah State. As a dedicated father and husband, Jake cherishes time with his wife Kaylee and their three children.

Jay is a director of the Wealth Transfer team at NFP’s Minnesota office, formerly The KNW Group, where he was a managing partner and cofounder.

Jay began his financial services career in 1991 as a financial consultant with AXA/Equitable. In 2001, Jay cofounded The KNW Group, which rebranded to NFP in 2019. With over 30 years of experience, his specialty is working with families, closely-held businesses, and tax-exempt organizations.

In 2021 and 2022, Jay was named one of America’s top financial security professionals by Forbes. In 2022, he ranked #8 in Minnesota. This list recognizes specialists who are helping clients in a world in which wealth protection matters more than ever.

Jay earned his economics degree from Saint John’s University. He holds his Series 6, Series 7, Series 63 and Series 65 licenses. Jay also has his Life, Health and Variable Annuity Insurance licenses in several states. He is a registered representative with Kestra Investment Services, LLC and investment advisor representative with Kestra Advisory Services, LLC.

Jay is very active in the community. In addition to serving on the Children’s Minnesota Foundation board, he is a member of the Mount Olivet Board of Life and Growth. He is also a previous member of the Children’s Minnesota Legacy Advisors board. 

Jim is currently a senior consultant and investment advisor. He has 49 years of domestic and international business experience with multinational financial services organizations, small entrepreneurial biotech, pharmaceutical and internet companies.

Before joining NFP, Jim founded Adam Consulting, a firm designed to assist small medical and technology companies by applying broad-based business experience in the areas of strategy, finance, business development, corporate governance, planning and execution. His many years of experience offer him a perspective that he channels into his many successful client relationships. Staying true to himself and his clients keeps him focused on demonstrating his core values.

Jim is an investment advisor representative and holds a Series 7 and Series 66 designation. He uses his wealth of experience to serve his clients as a trusted advisor.

Jim is a US military service-disabled veteran and served three years in the Air Force in Southeast Asia. 

Jim is an assistant vice president and an investment advisor representative in Wealth Management, with over 29 years of experience in the financial services industry.

He began his career in CS First Boston’s High Net Worth Group in San Francisco in 1989. He worked covering West Coast mutual and hedge fund trading desks for 20 years and then cofounded Paragon East Advisors, LLC in 2015, joining NFP when his practice was acquired in 2017. Throughout, he has provided comprehensive wealth management solutions, financial advice and investment management for individuals and families. Now, he uses his vast experience to help provide exceptional results to his clients.

Jim graduated with departmental honors in political economy of industrialized societies from the University of California, Berkeley, in 1989. He received a master’s in business administration with a finance emphasis from the University of San Francisco in 1996.

Jim loves the outdoors, specifically spending time in Tahoe and backpacking with his family and friends. A sports enthusiast, he also plays golf and follows everything Cal Athletics-related. Jim and his wife, Danya, have three sons.

Joey is a senior associate on the Wealth Management team for NFP’s Minnesota office. Joey is responsible for investment management, client services and department operations within the Wealth Management division.

Prior to assuming his role as a senior associate, Joey started at NFP early as an intern assisting advisors with market analysis and reports and later as an operations associate. With his experience and knowledge, as well as his ability to connect and build rapport, Joey ensures that clients’ needs and expectations are met with confidence and results.

Joey graduated from Loyola University Chicago with a degree in Finance. Joey holds his Series 65 (Uniform Investment Adviser Law Exam) license.

Joey believes in giving back to his community through fundraising and devoting his time to charities and organizations. 

Kade is a financial planner on the Wealth Management team at NFP’s Utah office. Kade works with individuals, families and closely held businesses providing comprehensive, personalized strategies to help them reach their financial objectives. He emphasizes the importance of tax and estate planning as key components to building and protecting wealth.

Kade graduated from Utah Valley University, earning a degree in Personal Financial Planning with a minor in Business Management. He holds a CERTIFIED FINANCIAL PLANNER™ board designation and his Series 65 (Uniform Investment Adviser Law Exam) securities registration and life insurance license.

Kade enjoys giving back to his community by offering employee education to groups and individuals to empower them to make great financial and retirement decisions. Kade and his wife, McKynlee, currently have one child and a three-legged Bernese mountain dog. Together, they enjoy the Utah outdoors, especially powder days on the slopes and sunny days on the lake.

Keith Sproles is a vice president in the Wealth and Retirement division of NFP, an Aon company, where he serves both wealth management and corporate retirement plan clients in a fiduciary capacity. In Keith’s longtime investment career, he has held responsibility for estate planning and management for high net worth individuals, investment research and analysis, and overseeing high-dollar fund assets. He has also consulted on a wide range of macroeconomic topics throughout his tenure. The organic growth of AFS Advisors, LLC, where Keith served as chief investment officer, attracted recognition by industry leaders — and in early 2022, AFS Advisors was acquired by NFP. Keith holds a BBA in finance from the University of Georgia and an MBA from Georgia State University. He passed the Series 65 exam early in his career. Additionally, Keith holds a Certified Fund Specialist^® (CFS^®) designation, as sponsored by the Institute of Business and Finance. 

Marty Nanne is a managing director at NFP’s Minnesota office and leads the Wealth Transfer division. Marty was CEO and cofounder of The KNW Group prior to joining NFP. Marty’s passion is creating meaningful connections to help people achieve personal and business goals.

Marty has over 28 years of experience and specializes in providing solutions to business owners, families and individuals regarding estate preservation and distribution. He also specializes in business and charitable planning to support succeeding generations, business succession and charities.

Marty holds his licenses for Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam) Securities Registration. He also is a certified LUTCF, a registered representative with Kestra Investment Services, LLC, and investment advisor representative with Kestra Advisory Services, LLC. In 2022, he made Forbes’ 2022 Top Financial Security Professionals List and ranked #4 in Minnesota.

Marty serves as chairman of the board for PartnersFinancial and is a board member for the PartnersFinancial Foundation. Marty also is a board member for Spring Hill Golf Club and the 3M Tour.

Marty supports several charities locally including Best Christmas Ever (BCE), Crohn’s and Colitis Foundation, Northside Boxing Club, Heroes Helping Heroes, Folds of Honor, Children’s Hospital Minnesota, Make-A-Wish, Humor to Fight the Tumor, Mind Over Matter and more. 

Matthew serves his clients as a financial advisor and has over 15 years of experience in the industry. Of those 15 years, Matthew has spent the past eight at NFP, working to offer his wealth of experience to the team and his clients.

Among his licenses and achievements, Matthew holds a General Securities Series 7, Uniform Investment Adviser Series 65 & Uniform Securities Agent Series 63 licenses. Matthew is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisor Services, LLC.

Matthew works in the Private Client Services division, helping clients establish and maintain investment portfolios and financial strategies to meet their long-term objectives. He uses his experience and forward-thinking to help clients devise plans that work to achieve their goals.

Michael Hoch focuses on financial planning and wealth management as a senior advisor with the NFP Wealth team.

With over 23 years of experience in financial planning, investments and asset protection strategies, Michael brings a wealth of expertise and experience to his clients and team. He has worked with NFP’s Retirement Plan Services Division for 13 years and previously had his own firm in Bethesda, Maryland. His many years of experience guide his approach to wealth management, working to advise innovative and informed strategies.

Michael holds a FINRA Series 6 Investment Company/Variable Contracts Products Limited registration, Series 65 Uniform Investment Advisor Law Exam Registered Investment Advisor registration, and Series 63 Uniform Securities Agent and is insurance licensed.

A graduate of the University of Maryland and native Washingtonian, Michael lives in Gaithersburg with his wife Kerry and four children. He is an avid runner and two-time Ironman competitor.

Rick’s investment advisory career spans over 30 years, with the last 21 years focused on managing retirement plans and helping individuals plan and invest for retirement. Rick began his investment management career in 1986 at Kidder Peabody & Co. as a Listed Equity Trader. As a trader, he expanded the business from five institutional clients to sixty institutional clients throughout North America. He then spent another five years as an Investment Advisor, helping individuals manage their investment portfolios. In 1998, Rick joined Invesco Retirement Plan Services. As INVESCO's Vice President of Sales, Rick was responsible for managing sales for INVESCO's private label 401(k) retirement product. Under his leadership, the private label business grew to 620 plans with $7.1 billion in assets under management. INVESCO's private label partners included JP Morgan, Bank of America, Regions Bank, and Frost Bank. Richard (Rick) Holland received a Bachelor of Science in Finance from the University of Alabama and has passed the Series 65 and Series 7 exams.

Rizek Housari is an experienced wealth manager and financial advisor at NFP, specializing in financial planning and tax strategy for families and business owners.

He is a CERTIFIED FINANCIAL PLANNER™ and holds undergraduate and graduate degrees in accounting from Brigham Young University. Starting in KPMG’s advisory team in 2018, his CPA background continues to help guide clients today. He left KPMG’s advisory team to join Divergent Wealth in 2021 and is now at NFP.

Beyond his academic and professional achievements, Rizek advocates for financial confidence among women through nationwide education and training programs. He also plays a key role in the Built4Life program, where he prepares student-athletes for life beyond sports. 

Ronald is an investment advisor with 35 years of experience in the industry. He is passionate about his work with clients, paying close attention to details and building long-term relationships.

Ronald focuses on stock portfolio management and technical analysis. He takes careful consideration in offering advice that is based on each client's respective personal situation. This consideration provides a greater level of support and a strong array of resources to help clients achieve their short-term and long-term financial goals.

Ronald partners with clients to regularly monitor life situations to be proactive in considering any portfolio changes. He makes it his goal to provide open and ongoing communications to help to develop and maintain appropriate investment strategies.

Before joining NFP, he previously worked for Morgan Stanley, Citigroup and Lehman Brothers. He holds a Series 6 investment license, Series 3 commodity license and Illinois Life Insurance License. Outside of work, he enjoys gardening.

Steven is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Steven advises individuals and families with retirement projections, income planning, tax planning, and investment oversight and allocation. He also oversees qualified retirement plan investments and provides participation education for qualified retirement plans.

Steven has been in the financial services industry since 2009 and has experience serving as a resource and advisor for clients. Prior to his role as a senior advisor, Steven started at NFP early in 2014 as registered client service representative and as an account manager in 2015.

Steven earned his degree in business management with a minor in economics at Hamline University and earned his MBA at the University of St. Thomas. Steven is a CRPS® professional and holds his Series 66 (Uniform Combined State Law Exam) license.

Steven enjoys many sports including hockey, golf, hunting and fishing.

Steve Jans is the vice president of the Wealth Management team for NFP’s Minnesota office and is also a financial advisor and the managing director of the Financial Wellness Division.

For more than 25 years, Steve has worked closely with businesses to design financial wellness programs for their employees. Steve looks to empower employees through unbiased education to help them effectively manage personal finances and retirement savings. He also works with individuals and families to help design investment strategies that support them as they move toward their financial goals.

A graduate of St. Cloud State University, Steve earned a degree in political science with a minor in economics. He holds his Securities Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam) registrations through Kestra Investment Services, LLC. He also holds Life, Accident and Health Insurance licenses.

Steve is actively involved in his community, coaching youth baseball and basketball. He also serves as the president of the St. Michael-Albertville Boys Basketball Association. Steve enjoys and cherishes the time he spends with his wife and three sons. Together, they enjoy golfing and spending time at their cabin.

Tim Fazzini currently serves as a sales associate for Wealth Management and believes in creating long-term relationships with his clients. Prior to this role Tim, was a business development coordinator and a client service representative for Cambridge Consulting Group.

There, Tim was responsible for handling account and policy summaries and updates, assisting clients with account-related issues and questions, executing authorized trades and providing general account support and assistance to the Wealth Management team.

Tim’s background in client service allows him to foster deeper and more meaningful connections with clients, working to provide financial peace of mind so that his clients can focus on other aspects of their lives. Tim believes that nothing shows more value to a client than having a service team that is both attentive and reliable

Tim holds a FINRA Series 7 & 66 Registrations and is a licensed life, accident and health insurance agent in the state of Michigan.

In his spare time, Tim enjoys attending major league Detroit sporting events, traveling, golf, other outdoor activities and spending time with friends and family.

William Street is an associate vice president at NFP where he provides comprehensive financial planning services. William utilizes his rich background in law and wealth strategy to help shape successful client planning for long-term wealth management as well as tax and estate planning efficiency.

William's career began in law, practicing with VanCott Bagley Cornwall and McCarthy, now known as Fabian VanCott (2008 to 2014). He transitioned to wealth management as a wealth strategist with Paradigm Life in Salt Lake City, then later joined Divergent Wealth Advisors, acquired by NFP in 2024. He currently serves as advisor, general counsel and assistant chief compliance officer. William is also a cofounder of Divergent Capital, a private fund of funds.

He holds a Bachelor of Arts from Brigham Young University and a J.D. from the University of Iowa College of Law, and his professional accreditations include CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner and licenses in Life and Health and Series 65.

Having a deep commitment to his profession and community, William is also an active member of the Salt Lake Estate Planning Council, the National Association of Estate Planners and Councils and the Utah State Bar.