435-673-9599

Fee-based financial and retirement planning
for affluent retirees in St. George, Utah

Expertise You Can Count On

The associate that you work is backed by a team of experienced advisors, each drawing on differing education, training, certification, and areas of specialization. When you engage in the financial planning process at Consultus, you are gaining access to a talent pool that includes associates within the firm, as well as third-party professionals with whom we have working relationships.

By choosing our firm to provide you with financial counseling, you are not simply hiring one associate. Rather, you will be gaining access to a dedicated team of experts who your planner will consult with to ensure that you receive the best possible guidance. Two plannners are asigned to the typical client engagement, including at least one senior associate. When appropriate, your associates may schedule meetings, phone calls, or video conferences with one or more members of our advisory team.

Consultus Advisory Team Credentials

Chartered Financial Consultant® (ChFC®)The ChFC designation is the highest standard of knowledge and trust in financial planning. No other financial planning designation provides as much applicable, real world knowledge. Our team of advisors includes a growing number of Chartered Financial Consultants who are equipped to handle complex client needs and advanced planning.

  • Danny Brock
  • Hank Brock
  • Carrie Mikell
  • Ed Morrow
  • David Stitt

Registered Financial Consultant (RFC®) – The RFC is a professional designation awarded by the IARFC to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.

  • Danny Brock
  • Hank Brock
  • Carrie Mikell
  • Ed Morrow
  • David Stitt

Certified Financial Planner® (CFP®) – CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.

  • David Stitt

Certified Estate PlannerTM (CEP®) – A Certified Estate Planner has completed a rigorous eight-module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the NICEP.

  • David Stitt

Certified Retirement Financial Advisor (CRFA) – A CRFA is an elite ethical accredited advisor who has successfully passed a comprehensive competency exam covering retirement issues.

  • Danny Brock
  • David Stitt

Chartered Life Underwriter® (CLU®)The CLU designation requires completion of at least eight college-level courses covering insurance and estate planning, retirement issues, taxation, and risk management.

  • Hank Brock
  • Brent Grimm
  • Ed Morrow
  • David Stitt

Certified Public Accountant (CPA) – The CPA designation is awarded to those with a college degree in accounting (or business/finance degree with suitable concentration of accounting courses), successfully pass the CPA exam, and meet minimum experience requirements (two years in most states).

  • Hank Brock

Masters in Business Administration (MBA)

  • Hank Brock (Investment Analysis and Taxation, University of Utah)

Independent Advisors

Attorneys

Tax Specialist

Insurance

Precious Metals

International Business

  • Peter Kopp
    Partner, FIBA Consulting AG, Switzerland
  • Thienchai Pinvises
    CEO, Agro-on, Thailand

Advanced Planning Resources

Ohio National Financial Services provides us with access to experts in their advanced sales department. Individuals include, but are not limited to:

  • Jenna Washatka, JD – Attorney with experience in estates and trusts, contracts, bankruptcy, real estate, corporate law and business law. She provides technical consultation and case design with respect to estate planning, business insurance planning, and individual retirement planning.
  • Jessica Walker, JD, LL.M, CLU – Specializes in business and tax law.
  • Kelly Hall, CPA, CLU, ChFC – Provides consultative tax expertise and analysis on issues concerning large case planning and development.

Consultus Authors

Hank Brock
Your Complete Guide to Money Happiness
Dominoes of Destruction

 

Client Perspectives

See what Consultus clients have to say about their financial planning experiences.

Read real-life stories from Consultus clients


Industry Experience

50+ years
Stan Benfell
Ed Morrow

40+ years
E. Lawrence Brock
David Stitt

30+ years
Hank Brock
Richard Jameson

20+ years
Dennis Brislawn, Jr.
Dan Bracci
Egon von Greyerz

10+ years
Danny Brock
Travis Christiansen
Michael Dunn