Promontory Financial Planning, LLC

William Sandberg is a financial advisor at Promontory Financial Planning, LLC, holding a Series 65 license with five years of industry experience. He has worked at Promontory since 2020 and also maintains roles at Flint Meadow Financial LLC and Fortified Benefits dba Utah Senior Planning. Outside of financial advising, Sandberg is the managing principal of Sand Sure Agency, an insurance agency offering funeral insurance policies. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor approach with integrated insurance and accounting services, emphasizing a range of investment options including no-load mutual funds, index funds, ETFs, and private placements.

Paul Gelormini is a financial advisor with Promontory Financial Planning, LLC in Los Altos, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Liberty Group, LLC, and he is the owner of Gelormini Financial, a business providing comprehensive wealth management and financial advisory services. Gelormini is also a licensed insurance agent who recommends fixed insurance products as part of his advisory work. Promontory Financial Planning serves individuals, high-net-worth households, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a disciplined investment approach combining fundamental and technical analysis, a multi-advisor team structure, and integrated non-investment services including insurance and accounting.

Robyn Simons is a financial advisor at Promontory Financial Planning, LLC with 39 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at BFC Planning, Inc., Simons/Carrera, and Berthel Fisher & Company Financial Services, Inc. Outside of her advisory work, she serves as a committee member for the Museum of Clean, a nonprofit focused on the cleaning lifestyle and learning. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a multi-advisor approach, combining investment management with integrated insurance and accounting services.

Tyra Williamson is a financial advisor at Promontory Financial Planning, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2006. Tyra is also a licensed insurance agent in Utah, Colorado, and Idaho and spends a small portion of her time as an independent insurance agent using Crump Life Insurance Services. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a team-based approach and combines investment management with insurance and accounting services.

Theresa Bond is a financial advisor at Promontory Financial Planning, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Goar Financial Services, Aegis Wealth Management, Inc., and Simple Financial, LLC. In addition, she is involved with Bond Financial Inc., a business she has managed since 2014. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and specialized consultation services. The firm utilizes a multi-advisor team approach and combines fundamental and technical analysis to guide investment decisions.

Emily Langeveld is a financial advisor at Promontory Financial Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Ready Wise and within the Langeveld Household. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Brock Williamson is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, holding the CFP® designation and Series 65 license with 21 years of industry experience. He has been associated with SEI Investments Management Corp since 2004. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning and discretionary asset management. The firm utilizes a multi-advisor team approach and integrates investment management with insurance and accounting services, offering tailored strategies that include both fundamental and technical analysis.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Valentine owns an insurance sales business and serves as principal of a CPA firm specializing in tax preparation. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and event-driven consultation. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

John Houck is a financial advisor with Promontory Financial Planning, LLC, holding the ChFC® and Series 63 designations and bringing 53 years of industry experience. He previously worked at VOYA Financial Advisors before joining Promontory in 2017. Outside of financial advising, Houck is an independent insurance agent and has experience teaching various academic subjects, including math, English, history, and science. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a team-based approach and integrates insurance and accounting services alongside investment management.

Ross Bowen is a financial advisor at Promontory Financial Planning, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Promontory since 2016. Outside of his advisory role, he serves as CFO/Treasurer for the Florida Annual United Methodist Conference and is a board member at the Bank of Commerce in Idaho Falls. Promontory Financial Planning serves individuals, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

David Goar is a financial advisor with Promontory Financial Planning, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Promontory since 2022 and also maintains his own advisory practice, Goar Financial Services, which he founded in 2018. Prior to these roles, he was associated with Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm uses a multi-advisor approach combined with both fundamental and technical analysis and integrates insurance and accounting services within its advisory model.

Jon Aaron Paulsen is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Bank for ten years. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm utilizes a multi-advisor team approach and combines fundamental and technical analysis in portfolio decisions while offering integrated services that include insurance and accounting through affiliated representatives.