Larry is a Certified Financial Planner™ professional and Registered Settlement Planner (RSP) based in Utah, with a master’s degree in Personal Financial Planning from Texas Tech University. His career in financial planning began with a moment of inspiration during a finance class when his professor, Madelin...

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John Crowley is a Chartered Special Needs Consultant at Cambridge Financial Group and the parent of an adult child with disabilities. He is passionate about educating families about how to plan for the long-term quality of life for their children with special needs and disabilties. John is licensed in Utah, Idaho, Colo...

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Neil's desire is to help special needs families, people with disabilities, and people supporting the disability community use their money and other resources to enjoy a fulfilling life and build a better world.  Neil's career has included roles in accounting at a small family business, CFO of an...

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Richard Barnes practices in the areas of wills, trusts, estate planning, special needs trusts, probate, guardianships, conservatorships and disputes.   Mr. Barnes is a member of the Estate Planning section, Elder Law section, and Litigation section of the Utah State Bar. He has been admitted to practice...

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Bio coming soon!

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Kohle Perkes concentrates on VA Aid and Attendance, asset protection, and estate planning. He is a graduate of Creighton University School of Law.

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