Decker Retirement Planning Inc.

Chad Poulson is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Decker Retirement Planning Inc., where he has worked since 2023. His prior experience includes roles at Andina Capital Management, Andina Advisors, and Core Capital Wealth Management. Decker Retirement Planning is a six-advisor team serving approximately 900 clients with personalized retirement and financial planning, as well as discretionary investment management. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, including ETFs, mutual funds, and third-party managed portfolios.

Clayton Bradshaw is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential with eight years of industry experience. He previously worked at Craig Swapp & Associates for seven years before joining Decker Retirement Planning in 2017. Decker Retirement Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a model-driven investment approach that combines tactical and strategic portfolios primarily with ETFs and cash sweep products, supplemented by mutual funds and individual securities as appropriate.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. with three years of industry experience. He holds the Series 65 designation and has worked at Decker Retirement Planning since 2017. Prior to that, he was employed at Leap Innovations and Utah Valley University. Decker Retirement Planning provides personalized retirement and financial planning as well as discretionary investment management to individuals, high-net-worth clients, and various institutional entities. The firm uses a largely model-driven investment approach with blended tactical and strategic portfolios, incorporating ETFs, mutual funds, individual securities, and third-party strategies.

Marcus Knauss is a financial advisor at Decker Retirement Planning Inc. in Bellevue, WA, with 11 years of industry experience. He holds the Series 66 designation and has worked at Joslin Capital Advisors, LLC, Independent Financial Group LLC, and Comprehensive Wealth Management. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a largely model-driven investment approach, utilizing quantitative portfolios with ETFs, mutual funds, and individual securities, and incorporates third-party strategists and managers in its strategies.

Arrin Wray is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously at TEKSystems from 2014 to 2017. Outside of his advisory role, Wray is involved in the fitness industry as an owner of an F45 Training gym in Sandy, UT. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to individuals, high-net-worth clients, and various institutional entities. The firm uses a model-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party strategies across its six-advisor team serving roughly 900 clients.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Absolute Return Insurance Solutions, LLC, and Retirement Income Solutions, LLC. Approximately 40% of his time is devoted to insurance sales and services conducted through his firm. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The six-advisor team manages about $285 million across roughly 900 clients, using a largely model-driven investment approach that incorporates tactical and strategic portfolios with ETFs, mutual funds, and other securities.

Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Alpha Wealth Management and Planning, and LPL Financial. Decker Retirement Planning offers personalized retirement and financial planning as well as discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The six-advisor team serves approximately 900 clients and manages about $285 million, employing a largely model-driven investment approach that utilizes ETFs, mutual funds, individual securities, and third-party strategies.

Joshua Hunsaker is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 designation with four years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously spent five years at Periscope Holdings. Decker Retirement Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $285 million across roughly 900 clients. The firm employs a largely model-driven investment approach using quantitative, computer-based models and incorporates third-party strategists and sub-advisors to implement blended tactical and strategic portfolios.

Scott Boyce is a financial advisor at Decker Retirement Planning Inc. in Lehi, Utah, holding a Series 65 designation with seven years of industry experience. He has been with Decker Retirement Planning since 2016 and previously worked at Brigham Young University from 2012 to 2016. Decker Retirement Planning serves individuals, high-net-worth clients, and various institutional accounts, offering personalized retirement and financial planning alongside discretionary investment management. The firm employs a model-driven investment approach using quantitative, computer-based strategies and incorporates third-party managers and specialized strategies such as direct indexing and covered-call overlays.

Russell Wilson is a Series 65 licensed advisor at Decker Retirement Planning Inc. in Lehi, UT, with four years at the firm and prior experience in various roles across industries including home loans and administration. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, high-net-worth clients, and institutional entities. The firm uses a model-driven investment approach combining tactical and strategic portfolios primarily with ETFs and other securities, serving approximately 900 clients with around $285 million in assets under management.

Bradley Geddes is a financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential and eight years of industry experience. He is also the co-founder and Chief Financial Officer of Join IT, Inc., a membership management software company. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management, serving individuals, high-net-worth clients, and various institutional entities. The firm employs a model-driven investment approach utilizing quantitative strategies and a range of investment products, supported by a six-advisor team managing approximately $285 million.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Centaurus Financial Inc. Decker Retirement Planning offers personalized retirement and financial planning along with discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, serving approximately 900 clients with about $285 million in assets under management.