With over 23 years of experience in the financial industry, Nick Long has established himself as a trusted advisor to hundreds of individuals and families. His expertise lies predominantly in the realm of retirement planning, where he crafts tailor-made strategies to ensure his clients can enjoy their golden years without financial worry. Passionate about the intricacies of finance, Nick finds immense satisfaction in delving deep into the process to uncover tax-free strategies that maximize returns for his clients.

Relationships are at the heart of Nick's philosophy. He believes in forging long-term connections, not just as a financial planner but as a confidant, guiding his clients through their financial journey. His comprehensive approach and consistent communication have been pivotal in nurturing these lasting relationships over the decades.

Outside the world of finance, Nick is a dedicated family man. He cherishes moments spent with his loved ones and believes in striking a harmonious balance between work and life. An avid boater, he often spends weekends navigating serene waters, exploring new horizons. Nick's love for traveling has taken him to numerous countries, enriching his life with diverse cultures and experiences. These adventures, combined with his dedication to his profession, provide him with unique insights that he often shares with his clients, integrating life and financial wisdom.


Greg E. Chamberlain, has been in the Financial Services Industry for over 26 years. He has worked for a number of insurance companies, and a TurnKey asset management program or (TAMP.) His background in the Financial Services industry has offered him a career in helping clients and financial professionals plan for their own financial futures. Greg started his career in customer service with ING. He work closely with clients to set up and transfer assets into their accounts. He spent over 15 years as Regional Vice President for both Protective Life and Jackson National. He was responsible for sales covering UT, ID, MT, NM, CO, KS and OK. He was awarded numerous sales and service awards during that time. Greg has successfully passed and maintained a number of professional licenses which allows him to provide a myriad of investments options for his clients. He enjoys working closely with his clients, listening to their goals and developing a plan that will help his clients reach their investment goals and enjoy their retirement.

Greg grew up in a small town in Washington State. For the past 17 years Greg, his wife and their four boys have lived in Lehi, UT.


Meet Brad Erickson, a seasoned financial advisor with a passion for helping clients achieve their financial goals. Hailing from the beautiful state of Utah, John was born in 1972 and has dedicated his career to the world of finance. With an impressive track record, John obtained his license in 1999 and has been guiding individuals and families towards a secure financial future ever since.

Brad's expertise lies in retirement planning, and nothing brings him greater satisfaction than witnessing the relief and contentment on his clients' faces when they realize their retirement is in capable hands. He takes the time to understand each client's unique circumstances, crafting personalized strategies that align with their aspirations and risk tolerance. With a warm and approachable demeanor, Brad fosters trust and transparency, making the financial planning process a stress-free experience for his clients. Whether it's maximizing investments, minimizing taxes, or building a comprehensive retirement plan, Brad's dedication and professionalism have earned him a well-deserved reputation as a trusted advisor in the financial industry.