Boyd Hansen

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

Jay Wamsley is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 1985. Based in Northern Utah, he has more than 37 years of experience helping clients develop personalized strategies to manage their personal and business finances. His areas of focus include corporate executive services, education planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. Jay holds a Bachelor of Arts degree in Finance with a minor in Economics from Utah State University. He carries the Personal Investment Advisor (PIA) designation and actively participates in professional and community organizations, including SCOUTREACH. Residing in Mountain Green, Utah, Jay spends his personal time with his wife and four sons. His interests include golfing, fly fishing, hunting, skiing, and piloting.

Daniel Van Wagoner is a Private Wealth Advisor with The Van Wagoner Group at Merrill Private Wealth Management. He provides leadership, strategy, and guidance to an accomplished clientele focused on growing and stewarding their wealth effectively. Daniel applies extensive knowledge of the capital markets combined with his background in accounting to help clients streamline the complexities of significant wealth through a tax-sensitive framework tailored to their individual circumstances. Daniel joined Merrill in 2015 and became a member of The Van Wagoner Group in 2017. Prior to this, he worked at PricewaterhouseCoopers. He holds a Bachelor’s and a Master’s degree in Accountancy from Brigham Young University. Daniel has earned the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations and is a member of the Salt Lake City CFA Society. His expertise spans areas including corporate executive services, equity compensation, family wealth management, legacy planning, and alternative investments such as private equity, venture capital, hedge funds, and real estate. Outside of his professional role, Daniel enjoys spending time outdoors with his wife Sarah and daughter, including skiing and traveling, with a particular interest in Northern Europe, where he lived for several years and speaks Norwegian. He competes professionally in mountain biking and has represented the United States multiple times at the Marathon Mountain Biking World Championships. Daniel also has an interest in food and fine cheese.

Craig Umbrell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1999, focusing on providing clients with confidence in their financial futures through thoughtful planning and investment management. Craig works closely with clients on family wealth management strategies, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income solutions. Craig began his financial career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor’s degree from Weber State University. Craig is actively involved in his community through affiliations with his church, local food pantry, school foundations, and youth groups. Outside of his professional work, he enjoys golf, racquetball, hiking, boating, skiing, and spending time with his wife Emilyn and their four children.

Jon Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as the retirement planning professional for the BHB group, focusing on developing personalized financial strategies to help clients pursue their long-term goals. Jon has over 35 years of experience working with business owners and their key employees on all aspects of qualified retirement plans, including 401(k)s, defined benefit plans, and non-qualified deferred compensation plans, as well as managing transitions to retirement. Prior to his current role, he held positions as a Regional Director and Retirement Plan Manager within Corporate Financial Services for both Smith Barney and Merrill. His expertise includes broad financial wealth management strategies tailored to individual client needs. Jon holds a Bachelor’s Degree in Finance from Brigham Young University. He has been a CERTIFIED FINANCIAL PLANNER® professional since 1987 and earned the Certified Plan Fiduciary Advisor® designation in 2018. Additionally, he holds designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Jon is bilingual in English and Spanish. He resides in Ogden, Utah with his wife, Dawnene, and their two children. Outside of work, he enjoys golf, hiking, fishing, and skiing, and is involved in the local community through OnStage Ogden.