Medicus Wealth Planning, Inc.

Mark Durham is a financial advisor at Medicus Wealth Planning, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and co-owns Durham & Company LLC, a CPA practice specializing in tax preparation, payroll, and bookkeeping. Medicus Wealth Planning, Inc. serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management and goal-based financial planning. The firm combines fundamental analysis and modern portfolio theory to create tailored investment strategies and manages approximately $130 million in client assets.

Brett Weston is a CFP® with six years of industry experience, currently serving at Medicus Wealth Planning, Inc. since 2022. He previously worked at Clarity Financial Planners and TrueNorth Wealth, and has experience in executive education from the University of Utah. Outside his primary role, he performs retirement planning work as a non-client-facing paraplanner for TrueNorth Wealth. Medicus Wealth Planning, Inc. is a four-advisor team managing approximately $130 million in client assets, providing discretionary portfolio management and goal-based financial planning for individuals, high-net-worth clients, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios, offering services such as asset allocation, rebalancing, educational seminars, and held-away retirement plan asset management through account aggregation.

Dan Loose is a CFP® and holds a Series 66 license, with nine years of experience in financial advising. He has worked at Medicus Wealth Planning, Inc. since 2018 and previously held roles at Thrivent Financial and Wilson Financial Advisors. Outside of financial advising, he is a licensed Realtor® in Utah and maintains his real estate license to support personal transactions and stay informed on the local market. Medicus Wealth Planning, Inc. is a four-advisor team managing approximately $130 million in client assets. The firm offers discretionary portfolio management and goal-based financial planning to individuals, high-net-worth clients, and retirement plans, incorporating fundamental analysis and modern portfolio theory to tailor investment strategies.

Kevin Michels is a CFP® professional with 11 years of industry experience. He has been with Medicus Wealth Planning, Inc. since 2016 and previously worked at Net Worth Advisory Group from 2014 to 2016. Medicus Wealth Planning, Inc. is a four-advisor team based in Draper, UT, providing discretionary portfolio management and goal-based financial planning to individuals, high-net-worth clients, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to create tailored investment strategies and offers services including asset allocation, portfolio rebalancing, and held-away retirement plan management through an account aggregation tool.