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Team

Patrick Jenkins, MBA is a Gonzaga University graduate with an emphasis in Finance. Upon graduation, he spent eight years applying his education by developing business units as a program manager at a telecommunication equipment...

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John Mickelson, MSFS has worked in the areas of Business, Retirement and Estate Planning since 1995. John attended both Utah State University and Brigham Young University's Marriott School of Management. He received his undergraduate...

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Scott Grover is a native of Logan, UT. Scott attended Utah State University from 2006-2009 where he earned a degree in Public Relations & Corporate Communication. Scott has been in the financial planning industry since 2010 and holds...

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Brad brings nearly 30 years of investment experience to Wealth-Advocates. He specializes in helping risk-averse individuals, companies and institutions implement optimized investment portfolio strategies. As chef Investment officer,...

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David Allen

Business Development Director

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David Allen jointed Wealth-Advocates in 2016 after a long history of business development in various consumer service industries. He specializes in ensuring that clients new to the Wealth-Advocates Financial Management process are...

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Pam Lundgren

Director of Client Services

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Pam Lundgren comes to Wealth-Advocates with 30 years of client service experience in the finance industry. She specializes in solving problems and making people happy. Pam is the foundation of our value proposition to help keep our...

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