Net Worth Advisory Group, LLC

Merrit Arnell is a financial advisor at Net Worth Advisory Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Net Worth Advisory Group since 2011. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process that starts with an in-depth financial profile and written plan, providing semi-annual account reviews and detailed performance reporting.

Gregory Simmons is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, investment supervisory services, and referrals to third-party asset managers, employing a process that begins with a detailed financial profile and a written plan to guide asset allocation based on client-specific risk tolerance and objectives.

Andrew Fonda is a Series 65-licensed advisor with Net Worth Advisory Group, LLC in Sandy, Utah. He has no prior industry experience but owns Fonda Franchises Inc., a holding company that is a silent partner in two food establishment franchises. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio management and emphasizes semi-annual performance reporting and client communication.

Raymond Levitre is a CFP® professional with 23 years of experience, currently serving at Net Worth Advisory Group, LLC since 2003. He is the author of the book "20 Retirement Decisions You Need to Make Right Now," available through various online bookstores. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process centered on detailed financial profiling and written plans to guide asset allocation strategies, with semi-annual account reviews and comprehensive performance reporting.

Amoree Farnsworth is a CFP® professional with six years of industry experience, currently serving at Net Worth Advisory Group, LLC since 2020. Prior to this, she worked at Blue Barn Wealth & Financial Planning Office for three years and spent five years at Utah Valley University. Net Worth Advisory Group provides financial planning, investment supervisory services, and third-party asset manager referrals to individuals, retirement plans, trusts, estates, and business entities. The firm employs a client-specific asset allocation strategy informed by written financial plans and conducts semi-annual reviews that include detailed performance reporting and portfolio analyses.

Cade Pack is a financial advisor at Net Worth Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Lincoln Financial Advisors Corporation and Ameriprise Financial Services, LLC. Cade’s background also includes roles outside finance, such as positions at Utah Valley University and the Church of Jesus Christ of Latter Day Saints. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm emphasizes a tailored asset-allocation strategy based on client profiles, offers semi-annual account reviews with detailed performance reporting, and occasionally hosts educational seminars.

Kristina Donahoo is a financial advisor at Net Worth Advisory Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Net Worth Advisory Group since 2015. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm provides both discretionary and non-discretionary portfolio management across a range of investment vehicles and emphasizes a financial planning process that includes in-depth profiling, written plans, and semi-annual account reviews with detailed performance reporting.

Hunter Swapp is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds the Series 65 designation. Prior to his advisory role, he has experience working in education and community organizations, including coaching baseball at Wasatch High School and involvement with the Church of Jesus Christ of Latter-Day Saints. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm uses a process centered on detailed financial profiles and written plans to guide asset allocation and provides semi-annual portfolio reviews along with performance reporting and occasional educational seminars.

Richard Smith is a CFP® with 14 years of industry experience and has been with Net Worth Advisory Group, LLC since 2009. He holds a Series 65 license and is based in Sandy, Utah. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm emphasizes a detailed financial profile and written financial plan to guide asset allocation, provides semi-annual portfolio reviews with performance analyses, and occasionally offers educational seminars.

Michael Berry is a Certified Financial Planner® with 12 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2013. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process that starts with a detailed financial profile and written plan, followed by semi-annual account reviews and performance reporting.

Neal Hansen is a Certified Financial Planner™ with eight years of industry experience. He is currently with Net Worth Advisory Group, LLC and has also worked at The Vanguard Group, Inc. from 2017 to the present. Hansen has previous experience at Utah Valley University and Net Worth Advisory Group early in his career. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a structured process that includes a detailed financial profile and written financial plan to guide asset-allocation strategies, with semi-annual account reviews and performance reporting.

Samuel Thomas is a financial advisor at Net Worth Advisory Group, LLC with a Series 65 designation and one year of experience in the industry. Prior to joining the firm, he worked in various roles outside finance, including positions at Moxie Pest Control and Yellowstone Log Homes. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm uses a structured process that includes a written financial plan and semi-annual portfolio reviews, providing discretionary and non-discretionary management across a range of investment products.

David Swapp is a CFP® professional with 21 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2005. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process centered on detailed financial profiles and written plans to guide asset allocation, offering semi-annual account reviews and comprehensive performance reporting.

Mc Kenna Jacobsen is a financial advisor at Net Worth Advisory Group, LLC with the Series 65 designation and six years of industry experience. She has been with Net Worth Advisory Group since 2014. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio management and prepares standalone financial plans, with a process centered on a detailed financial profile and written plan that guides asset allocation based on client risk tolerance, time horizon, and objectives.