Jen Swindler

My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors. Gajardo Wealth Management is located in American Fork, Utah, but we serve clients nationwide virtually. We pride ourselves on offering personalized and comprehensive financial planning services. Our mission is to provide strategic financial guidance that is tailored to the distinct needs and aspirations of our clients. As a fee-only fiduciary firm, we are committed to prioritizing your best interests above all else, ensuring that our recommendations are always aligned with your goals. At Gajardo Wealth Management, we understand that financial planning is not just about managing money; it's about empowering you to live the life you envision. We offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and more. Whether you're a small business owner looking to grow and protect your enterprise, a medical professional navigating the complexities of your financial landscape, or a professor planning for a secure retirement, we are here to help. Our approach is rooted in a deep understanding of the unique challenges and opportunities that our clients face. We take the time to get to know you, your values, and your long-term objectives. This personalized approach allows us to create tailored financial plans that not only address your current needs but also position you for future success. As a CFP® professional, I bring a high level of expertise and ethical standards to every client relationship. My role is not just to provide financial advice, but to act as a trusted partner in your financial journey. I believe in transparent communication, ongoing education, and a collaborative approach to financial planning. This ensures that you are always informed and confident in the decisions we make together. If you’re ready to take the next step towards financial security and achieving your life’s goals, I invite you to schedule an introductory meeting with us. Let’s work together to build a brighter financial future for you and your family.

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls in Salt Lake City, Utah with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for several years – both at work and through volunteer roles at church. Mark can also often be found blogging about all of these at the website Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys everything on offer in the mountains of Utah, whether it’s skiing, trail running, hunting, climbing or riding bikes with his family.

We focus on helping Christian outdoor focused individuals and churches

Stuart Lake is a Financial Advisor based in Salt Lake City, affiliated with Merrill Lynch Wealth Management. He specializes in guiding clients through the complexities of wealth management by delivering a personalized and strategic approach to financial planning. His areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, special needs planning, and retirement income. Mr. Lake holds a Bachelor's Degree from Brigham Young University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Originally from Palm Springs, California, he balances his professional responsibilities with personal interests such as adventure sports, cooking, football, gardening, golfing, music, reading, and volleyball. His philosophy emphasizes that financial success is not solely about numbers, but about creating a lifestyle and legacy that endures. Through tailored advice and guidance, he seeks to assist clients in realizing their unique financial goals and aspirations.

Kamden Myrberg is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized financial planning and wealth management strategies. He works closely with clients to develop tailored advice focused on education planning, family wealth management, liquidity management, retirement income, tax minimization, portfolio management, and managing new wealth. Kamden’s approach emphasizes building lasting client relationships founded on trust, integrity, and a deep understanding of each client’s unique financial goals. Kamden holds a Bachelor of Science in Finance from Utah Valley University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His commitment to guiding clients through all stages of their financial journey is supported by his expertise in retirement planning and strategic decision-making aimed at long-term success. Outside of his professional role, Kamden is an avid sports enthusiast with interests that include adventure sports, basketball, football, golfing, hiking, pickleball, running, and skiing. He values family and personal relationships highly and enjoys outdoor activities in the Utah area.

Jon Monk is a Senior Financial Advisor with Merrill Lynch Wealth Management who joined the firm in 2007. With a background in investment banking focused on mergers and acquisitions, Jon brings over 15 years of experience in the financial services industry. He specializes in assisting both individual and corporate clients with managing major transition events such as retirement or the sale of a business. His services include estate planning, lending and credit issues, investment management, and holistic wealth management. Jon’s expertise extends to areas such as corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He works with clients on college education planning, family wealth management strategies, services for endowments, foundations and non-profits, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Lending services are provided through Bank of America, N.A. Jon holds a high school diploma from Cardinal Newman and a bachelor’s degree from the University of New Orleans. He also attended Tulane University without degree conferment. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Jon enjoys golfing, hiking, soccer, and tennis.