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Paul A. Coles RFC®

CEO | Investment Advisor

Mason M Page

CFO | Investment Advisor

Emily Horrocks

COO | Financial Professional

Benjamin D. Coles

CMO | Investment Advisor

Chris Hedquist, CFP®

SA | Senior Portfolio Strategist

Gayland Jones, CPA

SA | Tax Team

Scott Farnes, Acct.

SA | Tax Team

Missy Dennis, CPA

SA | Tax Team

Kent M. Brown, JD

SA | Legal Team

Scott M. Dopp, JD

SA | Legal Team

Doug R. Brewer, P.C.

SA | Legal Team

Eric B. Barnes, JD

SA | Legal Team

Adele Parker

SA | FERS Specialist

Scott Russon

SA | Funeral Director/Owner

Alan Quarnberg

SA | Medicare Specialist

Brooke Gardner

SA | Case Manager

Paul A. Coles, RFC®️

CEO | Investment Advisor

Paul graduated from Brigham Young University - Idaho and the University of Utah’s David Eccles School of Business in Administration with an emphasis in Finance and Accounting. He began his career in the financial services industry specializing in retirement and estate planning. He was quickly recognized as an industry leader for his ability to explain complex topics in a simple manner.

He has served as a past president of the Lakeview Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and a chairman on the board for the state of Utah as well as a court of the table member of the Million Dollar Round Table (MDRT). He is currently a licensed insurance producer, a Registered Financial Consultant and is a licensed fiduciary as an investment advisor representative.

He is CEO and the principal advisor of Alliance Wealth Advisors a professional firm of CFPs, CPA's, Attorney's, Federal Employee Retirement Specialists, and more. Their team has changed the game of private wealth management by creating a comprehensive and coordinated private wealth management experience for each client. Alliance Wealth Advisor's CPA's, attorneys and Investment Advisors huddle around the same conference table to analyze a client's objectives, strategize over threats and solutions, bring into focus their planning and implement it with precision

Mason M. Page

CFO | Investment Advisor

Mason graduated from Weber State University with a Bachelor's Degree in Accounting. His professional experience has been in operations and accounting. He has tremendous attention to detail, an ability to understand complex financial strategies, and a natural rapport with our clients. He is our firm’s CFO and a fully credentialled and licensed Investment Advisor. He is a fiduciary holding his series 65 license and his Life and Health licenses.

Mason oversees the coordination with our team and all our firm clients to provide plan implementation, ongoing investment services & plan maintenance.

Mason lives in Layton with his wife and two daughters.

Emily Horrocks

COO | Financial Professional

Emily graduated from Rick’s College and Brigham Young University. She has owned and operated numerous small business while successfully balancing her community involvement, and family with 5 children.

She is a licensed financial professional and Alliance Wealth Advisor’s Chief Operations Officer. She not only runs our operations and manages our office, but she also knows all our clients by name and has a knack for getting them to smile as they walk in our office. Her responsiveness to our client’s needs and attention to detail make her invaluable. She leads a team that ensures every client receives constant attention and first-class customer care.

Benjamin D. Coles

CMO | Investment Advisor

Ben graduated from BYU-Idaho with a degree in Business Management with an emphasis in Marketing and Entrepreneurship. He began his career working with some of Silicon Slopes best organizations, such as Qualtrics, Domo, and Venafi.  He is an expert in marketing and business development including building business development teams.

Ben has transitioned his skills to the financial services industry and now focuses on developing Strategic Alliances for client services.  He brings best-of-class professionals and services to our clients to facilitate professional advisory services, coordinate strategies and integrate comprehensive planning.  He also oversees our community education programs. He is a licensed fiduciary as an investment advisor representative and holds his series 65 and life and health licenses.

He currently lives in Centerville with his wife and two sons.

Alan Quarnberg

SA | Medicare Specialist

With the turbulent launch of the Affordable Care Act (ACA), we recognized a need for experts to help consult, educate, think outside the box, and enroll Americans in affordable health plans. Our sole purpose is to help our partners’ patients, clients, employees and customers evaluate options and easily enroll in health insurance.

With Alan's industry background, he's developed the tools and skills to ensure our clients receive the best customer service and enrollment experience. His team are marketplace experts that understand the complexities or working with healthcare.gov and state exchanges.

Enroll365 is appointed with multiple carriers throughout the country and is able to assist families and individuals with enrolling in the best plan that meets their personal and family needs.

Enroll365 is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings health and Medicare planning to our clients to facilitate planning services, coordinate these strategies and integrate them into our comprehensive planning.


Phone:
855-880-8777

Address:
295 N. Main St. 
Bountiful, UT 84010

Website

Chris Hedquist, CFP®️, CFA

Strategic Alliance | Senior Portfolio Strategist

As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up the investment audit and proposal capabilities of the firm. He also sits on the Townsquare Capital investment committee and is responsible for helping to develop the firm’s investment policies for conducting due diligence on the investment offerings available through the firm, including alternative investments.

Chris is an Alliance Wealth Advisor Strategic Alliance.  This Strategic Alliance brings a best-of-class investment platform to our clients to facilitate investment services, coordinate investment strategies and integrate them into our comprehensive planning.

Phone:
385-375-8650

Address:
5314 River Run Drive, Ste. 300
Provo, Utah 84604

Email:
chris@townsquarecapital.com

Website

Gayland Jones, CPA, CFE

Strategic Alliance | Tax Team

Gayland is a CPA and has been the managing partner of FJ & Associates for 6 years. Prior to FJ & Associates Gayland was with an international CPA firm for 4 years, where he worked with clients in the U.S. and international clients in China and Canada.

FJ & Associates is an Alliance Wealth Advisor Strategic Alliance.  This Strategic Alliance brings best-of-class CPA’s & tax advisors to our clients to facilitate tax services, coordinate tax strategies and integrate them into our comprehensive planning.

Phone:
801-927-1337

Address:
1284 Flint Meadow Drive
Kaysville, UT 84037

Email:
gayland@cpaone.net

Website

Scott Farnes, Accountant

Strategic Alliance | Tax Team

Scott has over 25 years of accounting experience encompassing audit, accounting, and tax services. Scott’s industry experience includes small businesses, assisted housing, governmental clients, clients in the public housing industry, tax credits, construction contractors, and the nonprofit sector. He provides these clients with a variety of services including evaluating their business structure, keeping them current on required standards, performing financial statement audits, and tax return preparation.

FJ & Associates is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings best-of-class CPA’s & tax advisors to our clients to facilitate tax services, coordinate tax strategies and integrate them into our comprehensive planning.

Phone:
801-927-1337

Address:
1284 Flint Meadow Drive
Kaysville, UT 84037

Email:
scott@cpaone.net

Website

Missy Dennis, CPA

Strategic Alliance | Tax Team

Missy has over nine years of public accounting experience. Her public accounting experience has included tax, consulting and audit, with experience in a variety of industries such as low-income housing tax credits and non-profit accounting and small tax preparation. Missy is a licensed certified public accountant in the State of Utah and is a Partner at FJ & Associates, PLLC

FJ & Associates is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings best-of-class CPA’s & tax advisors to our clients to facilitate tax services, coordinate tax strategies and integrate them into our comprehensive planning.

Phone:
801-927-.1337

Address:
1284 Flint Meadow Drive
Kaysville, UT 84037

Email:
missy@cpaone.net

Website

Kent M. Borwn, JD, LLM

Strategic Alliance | Legal Team

Kent graduated from Brigham Young University, University of Idaho College of Law and Georgetown University Law Center and holds two law degrees. He has been practicing law for 17 years and spent the last 15 years developing a successful LifePlan and Asset Protection Planning process with over 1,500 families helped. He has preserved, protected, and defended from probate, excess taxes, and Nursing Home or Assisted Living Poverty millions of dollars in life savings. Kent has been recognized in Utah Business Magazine’s “Utah Legal Elite.”

Kent is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings estate planning to our clients to facilitate legal services, coordinate legal strategies and integrate them into our comprehensive planning.

Phone:
801-532-7080

Address:
9350 South 150 East, Suite 820
Sandy, Utah 84070

Email:
kbrown@strongandhanni.com

Website

Scott M. Dopp, JD

Strategic Alliance | Legal Team

Scott B. Dopp serves as the Kaysville City Prosecutor and Sunset City prosecutor, prosecuting misdemeanor criminal violations in the Davis County Justice Court and Sunset City Justice Court. His legal practice focuses on estate planning and business law.

Mr. Dopp enjoys meeting with people to learn about their families and to help them in creating a personal estate plan. He serves as a regular guest lecturer and trainer to area businesses on estate planning.

Scott is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings estate planning to our clients to facilitate legal services, coordinate legal strategies and integrate them into our comprehensive planning.

Phone:
801-543-2288

Address:
330 N. Main Street
Kaysville, UT 84037

Email:
scottdopp1@gmail.com

Website

Douglas R. Brewer, P.C

Strategic Alliance | Legal Team

Douglas Brewer is an attorney licensed in the State of Utah. He received his law degree from the UNIVERSITY OF VIRGINIA SCHOOL OF LAW in 1992. Mr. Brewer graduated from the UNIVERSITY OF UTAH in 1988 with a B.A., magna cum laude, in Finance where he was elected Phi Beta Kappa. After receiving his law degree, Mr. Brewer joined the Salt Lake City law firm of FABIAN VANCOTT in 1992 where he practiced for over fourteen years.

Mr. Brewer now operates his private practice in Bountiful, Utah. His practice focuses on estate planning, corporate transactions, partnership and business planning, and real property law. Doug is married with two sons and is an avid, though out-of-shape, road biker.

Douglas is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings estate planning to our clients to facilitate legal services, coordinate legal strategies and integrate them into our comprehensive planning.

Phone:
801-335-0545

Address:
1706 South 500 West, Suite 100
Bountiful, Utah 84010

Email:
doug@douglasbrewerlaw.com

Eric B. Barnes, JD

Strategic Alliance | Legal Team

Eric obtained his bachelor’s in political science in 1992 and his Juris Doctorate in 1995 from Brigham Young University. Mr. Barnes devotes his practice solely to estate planning and elder law, with special expertise in asset protection and customized trust-based estate planning. He is a member of the National Academy of Elder Law Attorneys (NAELA) and is one of only three attorneys in Utah certified as an elder law attorney by the National Elder Law Foundation.

Mr. Barnes enjoys teaching and has provided education services for many groups in the community, including attorneys and other professionals.

Douglas is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings estate planning to our clients to facilitate legal services, coordinate legal strategies and integrate them into our comprehensive planning.

Phone:
801-546-3874

Address:
47 North Main Street
Kaysville, UT 84037

Email:
eric@elderlaw-info.com

Website

Adele Parker

Strategic Alliance | Federal Employee Retirement Specialist

Adele loves to help Federal Employees from all agencies retire with confidence. She assists federal retirees through the maze of calculations and options they need to consider: FERS, CSRS, Military Time, Pensions, FEGLI, Etc. She completes an analysis for and all the necessary paperwork on behalf of her clients to the point it is ready to sign and turn in.

Adele is a former Federal Employee herself and understands the in's and out's of the process. She has helped hundreds of employees from across the nation retire without stress. She loves to educate and answer questions and get her clients ready for that next great part of their life.

Adele is an Alliance Wealth Advisor Strategic Alliance. This Strategic Alliance brings federal employee retirement planning to our clients to facilitate retirement services, coordinate retirement strategies and integrate them into our comprehensive planning.

Phone:
801-200-3392

Email:
adele@adelesretirement.com

Website

Scott Russon

Strategic Alliance | Pre-need Planning

Scott has lived almost his entire life in Davis County. A proud graduate from Viewmont High, class of 1973, he then attended the University of Utah and the California College of Mortuary Science. Scott became a licensed Funeral Director in 1979 and has been with Russon Brothers ever since. Past president of the Centerville-Utah Rotary Club, and Utah Funeral Directors Association, Scott loves to be involved in the community, with his family and his church activities, including the Mormon Tabernacle Choir.

Being there for a grieving family in their hour of need is felt to be a calling, a passion and an honor; one that Scott and all the staff at Russon Brothers embraces and works tirelessly to achieve.

Scott & Russon Brothers are an Alliance Wealth Advisor Strategic Alliance.  This Strategic Alliance brings pre-need planning to our clients to facilitate planning services, coordinate these strategies and integrate them into our comprehensive planning.

Phone:
801-295-5505

Address:
295 N. Main St.
Bountiful, UT 84010

Website

Brooke Gardner

Strategic Alliance | Case Manager

Brooke works directly with our firm through our FMO Allegis Advisor Group. Brooke is responsible for shepherding our fixed applications from the point of signing to funding. She has been working in this industry for over 10 years with some of the finest advisors and FMO’s in the nation. She is widely recognized by her employers, carriers, advisors and peers as a first-rate case manager and one of the best in the business