Devin Baer

Devin Baer

Google Fiber

Devin Baer is the national head of subscriber acquisition for Google Fiber and has led the company's business operations and external affairs in Utah for the past three years. Prior to joining the Fiber team in Utah, he oversaw sales strategy for other Google products at the company headquarters in Mountain View, Calif.

Before joining Google, Baer led various teams at technology startups in Utah, including running the revenue teams for OrangeSoda.com until it was acquired by Deluxe Corp. He studied philosophy and political science at Brigham Young University — Idaho. He serves on various boards throughout the state, including the Utah Valley Chamber of Commerce, United Way of Utah County, Communities that Care, and Utah BusinessQ magazine.

Merrilee Boyack

Merrilee Boyack, J.D.

Merrilee Boyack has a portfolio career with many aspects. She is an estate-planning attorney preparing trusts, wills, and powers of attorney. Her law practice covers Utah and California. Boyack is also a professional lecturer and speaks all over the country, has been featured for many years at Brigham Young University Education Week and Time Out for Women, and is a popular keynote presenter. She is the author of many books and talks, including “The Parenting Breakthrough,” “Strangling Your Husband Is Not an Option,” “In Trying Times, Just Keep Trying,” and “Toss the Guilt, Catch the Joy.”

Boyack is also very involved in the community, serving on the Utah County United Way Board of Directors, President of Family Watch International-Utah, and she is the Chairman of the Empowered Families Coalition — Utah. She has held elected office twice and loves politics.

Doug Flake

Doug Flake, J.D.

Squire & Company

Doug Flake is a partner in the tax department at Squire & Company. His industry specialties include corporate, partnership, trust, individual tax returns, estate tax, gift tax, and other types of returns. Flake enjoys working with clients in estate and tax planning, business ownership succession planning, and resolving complex taxation issues. He received a B.S. from Brigham Young University, graduating magna cum laude. While there he was named a Karl G. Maeser Scholar. He later completed his juris doctorate degree at Brigham Young University Law School, also graduating magna cum laude.

Martin Frey

Martin Frey

Martin Frey is a successful business leader, active angel investor, and accomplished mountaineer and sailor. In April 2016 he completed an 11-year journey to become the first person to climb the world’s Seven Summits — the highest peaks on each continent — and to sail the Seven Seas.

Frey’s groundbreaking achievement follows an illustrious 33-year business career that included 13 years in Silicon Valley as a senior director for Cisco, where he ran a global support organization for Cisco’s largest customers. In 2004 he moved to Utah, where he served as managing director of the Utah Governor’s Office of Economic Development, developing and leading programs to create, grow, and recruit Utah businesses. Frey’s efforts were instrumental in helping Governor Jon Huntsman lay the foundation for a highly successful economic development model that continues to be recognized at the national level.

Frey is passionate about inspiring the next generation of entrepreneurs and actively offers his time and talents to a wide array of organizations in the Utah community. He currently serves on the advisory councils of the Utah Valley University Business School, Brigham Young University College of Engineering, and University of Utah College of Humanities, and he judges social entrepreneurship competitions for Give Salt Lake and the Utah Community Foundation.

Frey graduated from Brigham Young University in mechanical engineering and from Harvard’s Advanced Management Program. He and his wife, Kym, live in Holladay, Utah, and have two children.

Rhonda Gardner

Ronda Gardner, C.P.A.

Gardner Estate & Trust

Ronda Gardner is a certified public accountant with over 30 years of experience in accounting and taxation. She has worked for small and mid-sized accounting firms and previously had her own CPA firm in Orem. She now owns Gardner Estate & Trust CPA LLC, a firm in Cedar City, Utah, specializing in estate and trust taxation, accounting, and administration. She has spoken about trusts at various Estate Planning Council and CPA meetings in Utah.

Gardner graduated cum laude and Phi Kappa Phi from Brigham Young University with a Bachelor of Science in Accounting. She is the past president of the Southern Utah Estate Planning Council and past treasurer of the Utah Valley Estate Planning Council and actively participates in both. She is the widowed mother of six children and stepmother of seven more. (The Brady Bunch had it easy!) She and her husband, Dean, have 27 grandchildren.

Geoff Germane

Geoff Germane, J.D., AEP®, E.P.L.S.

Kirton McConkie

Geoff Germane is a member of Kirton McConkie’s Tax & Estate Planning section. His focus is on estate, tax, business, and asset protection planning. He advises individuals and business owners on legally sound strategies to protect their assets and reduce or eliminate taxes. He counsels clients on legacy planning to maximize intergenerational wealth and reduce family stress and tension.

Germane is an adjunct professor at Utah Valley University and Brigham Young University in business law and estate planning. He is certified as an Accredited Estate Planner® and Estate Planning Law Specialist with the Estate Law Specialist Board Inc., the latter being the only estate planning specialization in the country that is certified by the American Bar Association.

Sophie Gilbert

Sophie Antal Gilbert

Russell Investments

Sophie Antal Gilbert is the program director of advisor insights and the director of capital markets insights for Russell Investments’ Private Client Services business. She is responsible for defining, developing, and coordinating the communications strategy of the group that shapes and delivers market analysis designed to help private client advisors serve their clients more effectively.

Gilbert joined Russell Investments in 2010 as a product and field marketing manager, where she developed marketing materials and campaigns in support of Russell Investments’ products and services. In 2001, she started her career as an associate for The Capital Group Companies.

She held several positions at The Capital Group, including communications analyst and writer, marketing coordinator, and senior marketing manager. As a marketing coordinator, she was responsible for developing marketing materials and campaigns in support of Capital’s retail mutual fund sales in Germany, the United Kingdom, Switzerland, Hong Kong, and Singapore. As a senior marketing manager, she led the team responsible for developing communications and sales materials for Capital’s U.S. high net worth investor business.

Gilbert holds an M.A. in International Relations and Diplomacy from the University of London and a B.A. in International Relations from Smith College.

Mark Hale

Mark Hale, C.P.A.

Hawkins

From Star Valley, Wyoming, Mark Hale graduated from Brigham Young University where he earned his bachelors and masters degrees in accounting. He started his professional career with Hawkins and has enjoyed 15 years with the firm. Mark specializes in business and individual taxation and consulting. His client base consists of entrepreneurs that are forward thinking with a strong ethical conviction. Mark is a strategic partner in the Entrepreneurs’ Organization (EO Group) of Utah where he consults Utah’s most influential entrepreneurs in tax strategy, business development and job creation. Mark loves to support local charity and community projects. He served many years on the executive board of the Utah Valley Chapter of the BYU Management Society and has served as President of that organization. Mark enjoys travel, golf, skiing, and most everything active. But his greatest passion is sharing in and enjoying the interests of his four wonderful children.

Daniel Hill

Daniel Hill, Esq.

Snow Christensen & Martineau

Daniel Hill brings a wealth of real-world business experience and corporate representation to his practice, which focuses primarily on investment and securities disputes as well as business and corporate law.

In addition to his numerous corporate clients, Hill represents investors, financial advisors, and broker-dealers in litigation and regulatory matters; is a FINRA arbitrator who has chaired several FINRA panels; and has also ruled on a multi-million dollar FINRA arbitration. He is also an approved RIA/financial advisor auditor.

Hill has helped numerous businesses from startup status to regional, national, and international status. His clients include closely held and vertically integrated clients involved in manufacturing, marketing, and financing. Other clients include road reclamation and construction companies, iron and steel construction companies, clients with businesses that are open to the public, commercial real estate companies, financial advisors, and East Indian suppliers of information technology experts. He also represents a number of regional and national banks.

Dave Jackson

S. David Jackson, S.P.H.R., S.H.R.M.-S.C.P.

NFP Corporate Services

Dave Jackson has over 30 years’ experience working in employee benefits and human resource consulting. He works with some of Utah’s largest and notable employers. He is a nationally known health reformer and has been instrumental in the development, implementation, and promotion of Utah’s health system reforms, which predate the Affordable Care Act by several years. He has been a consultant to the state of Utah for health system reform matters and was appointed by Governor Jon Huntsman Jr. to the Utah Defined Contribution Risk Adjustment Board as the citizen representative and reappointed by Governor Gary R. Herbert in the same capacity. Dave currently serves as its chair.

In 1987 Jackson founded First West Brokerage Services Inc., the parent company of FirstWest Benefit Solutions. Under his leadership FirstWest grew to one of the largest full-service benefit and human resource consulting firms in the region. FirstWest merged with NFP a large national consulting firm, in 2016. Jackson attended Utah schools and universities. He resides in Orem with his wife, Susan, of 34 years. They have five adult children. Jackson's personal interests include his family, Scuba diving, travel, classic cars, and Harley Davidson and Indian motorcycles.

Mike Johnson

Mike Johnson

Pillar Capital

Mike Johnson is the founder and president of Pillar Capital, a fee-only registered investment advisor based in Utah. His focus is managing investments for successful families and helping companies design and implement fiduciary-standard 401k plans.

Johnson has 22 years of experience managing money. He started with Swim Investment Management and became a founding trustee of the foundation for the American West. He has a Bachelor of Science in Accounting and an M.B.A. from Brigham Young University. He is a member of the Utah Valley Estate Planning Council and an EPIC 100 Award winner. He is the proud father of four daughters.

Jess Larsen

Jess Larsen

MyelinAdvisors.com

Jess Larsen's management consulting firm, MyelinAdvisors.com, helps organizations grow their revenue. After his time on a mergers and acquisitions team for Citi, managing $1.7 trillion assets, he raised $27 million for the private equity fund he founded and operated. He is also formerly the director of special operations command and intelligence agencies practice for the Arbinger Institute. Larsen created and hosts "Innovation & Leadership," which sits in the top 5 percent of podcasts worldwide, with more than 150 episodes of qualitative research interviews with high achievers from Google, Facebook, Adobe, Forbes, Disney. He also founded Child Rescue, which combats child trafficking.

Annalise Lasater

Annalise Lasater

Edward Jones

Annalise Lasater is a financial advisor with Edward Jones and has 18 years of experience providing professional investment management to large corporate, government, higher education, and individual investors. She is a veteran of the Army National Guard, where she served as a combat medic. She holds a degree in international business and Spanish from Cornell College and has served on the boards of Habitat for Humanity, Restoration Center & Shelter for the Homeless, Big Brothers Big Sisters of America, Rosemary Children’s Services, and Fulfillment Fund of Los Angeles.

John Mayfield

John Mayfield

Peak Ventures

John Mayfield comes to Peak Ventures from two high-growth tech startups, Instructure and Qualtrics. Prior to this, he spent several years in the bay area at Duff & Phelps, a global leader in valuation, where he worked on valuations for top companies in the tech industry. He also spent time at Peterson Ventures where he sourced, evaluated, and made investments in early-stage companies. Mayfield received an M.B.A. and a Bachelor of Science in Finance from Brigham Young University.

jon_parry

Jon Parry, J.D., CExP

Jon Parry Law

Jon Parry is the owner of JDP Law and has practiced law since 1996. He counsels clients in business law, estate planning, and business transition planning. He is a South Dakota native who previously worked in Colorado and Seattle, Washington. In conjunction with his law practice, he collaborates with CPAs, financial planners, insurance advisors, transaction intermediaries, and even other attorneys on many of his projects. He advises and represents business owners regarding entity formations, contracts, and mergers and acquisitions in addition to various other business matters, such as commercial real estate, employee incentive planning, intellectual property, and employment law issues. He also provides estate planning services to business owners, professionals, and families. As a certified business exit planner (CExP) since 2012, he helps business owners complete long-term planning for the biggest transaction of their lives — the transition of their business ownership.

Christina Pianezzola

Cristina Pianezzola, J.D.

UVU Gift Planning

Cristina Pianezzola is an alumna of Utah Valley University, where she was a recipient of the Presidential Scholarship and served as the international vice president of Phi Theta Kappa. She went on to receive her bachelor's degree in philosophy from Texas Tech University, attending on a Presidential Leadership Scholarship. As a recipient of the Harry S. Truman Scholarship, she used the funds to attend Brigham Young University's J. Reuben Clark School of Law, where she obtained her juris doctorate degree. After practicing law for several years with Utah Legal Services, she joined the development team at UVU in 2000 as the attorney for the Office of Gift Planning.

Robroy Platt

J. RobRoy Platt, Esq.

Platt Law P.C.

RobRoy Platt is the owner of Platt Law P.C., an estate planning and elder law practice in Alpine, Utah. He is an active member of the Utah State Bar, where he served as the founding chair of the elder law section and is a member of the estate planning and elder law sections. He is also a member of WealthCounsel.

Platt serves on the Bioethics Review Committee for one of Utah Valley’s major regional hospitals and serves as a board member of the Utah Valley Estate Planning Council. Platt Law P.C. was honored as Best New Business by the Lehi Area Chamber of Commerce in 2011, and Platt was named a member of the Utah Legal Elite: Top Lawyers in Utah by Utah Business magazine in 2015.

Josh Rowley

Josh Rowley, C.P.A. C.I.T.P.

Hawkins

Josh Rowley is a managing partner at Hawkins. He started the Hawkins R&D service group in 2012. He has served as an executive member of the Utah Association of Certified Public Accountants ProNet Council and as the president of the UACPA Southern Chapter, and he was a member of the UACPA Emerging CPAs Committee. He is currently a member of the Woodbury School of Business National Advisory Council. Rowley is the proud father of five children.

Jake Rust

Jake Rust, CFP®, ChFC®, CLU®

Northwestern Mutual

Jake Rust is a certified financial planner professional with Northwestern Mutual. He enjoys working with business owners and individuals who are approaching retirement by helping them create and preserve financial peace of mind so they can enjoy a prosperous life. Rust can help identify several areas where clients can become more tax efficient and can help mitigate potential risks to their overall plans. He is dedicated to learning and has received several designations pertaining to the financial planning industry. 

Jake is from Provo and is an alumnus of Provo High School and BYU. He enjoys quality time with his wife, Ashley, and their two kids Cameron and Taylor. He also enjoys golfing and spending time outdoors.

Mark Seastrand

Mark Seastrand

UVU Entrepreneurship Institute

Mark Seastrand is an executive who loves starting and growing businesses. He says there is an element of excitement about making all the pieces fit and work together to achieve success. He is an M.B.A. graduate of Brigham Young University with early career experience in the semiconductor, polycrystalline diamond, and electronic manufacturing industries. He credits his early work experience as the foundation to his startup success with Precision Assembly and Creating Keepsakes Magazine. Seastrand serves on the Orem City Council and is now the director of the Entrepreneurship Institute at UVU, helping students create their own success stories.

Hyrum W. Smith

Hyrum Smith

3Gaps

Hyrum Smith is a distinguished author, speaker, and businessman. He is the cofounder and former CEO of Franklin Covey. For three decades he has empowered people to effectively govern their personal and professional lives. His books and presentations have been acclaimed by American and international audiences. He combines wit and enthusiasm with a gift for communicating compelling principles that incite lasting personal change.

Smith is the author of several nationally acclaimed books, including “The 10 Natural Laws of Successful Time and Life Management,” “What Matters Most,” “The Advanced Day Planner User's Guide,” and “The Modern Gladiator.” His most current work is “The 3Gaps: Are You Making a Difference?”

Robert Spendlove

Robert Spendlove

Zions Bank

Robert Spendlove is a senior vice president and the economic and public policy officer for Zions Bank. In this capacity he monitors and reports on economic indicators and public policy developments for the bank. Founded in 1873, Zions Bank is Utah's oldest financial institution. It operates locations in communities throughout the intermountain west.

Spendlove's research interests are primarily in the areas of macroeconomics, demographics, financial markets, and public policy. He frequently advises and briefs policymakers, as well as business and civic groups, throughout the United States. He is also regularly called on to give expert analysis in the print, radio, and television media. He is known for his insightful and understandable approach to explaining economic trends.

Spendlove also serves in the Utah House of Representatives, to which he was elected in 2014. He represents District 49 in the legislature, covering parts of Sandy and Cottonwood Heights. He is the vice chair of the Public Education Appropriations Committee and serves on the Health and Human Services and Transportation committees.

Spendlove serves on a number of boards and commissions, including the Utah Economic Council, the Utah International Relations and Trade Commission, Envision Utah, and the U.S. Senate Advisory Committee on Hispanic Affairs for Financial Literacy.

His previous experience includes time as the governor’s deputy chief of staff for federal relations, the governor's chief economist, and the state demographer, where he served as the chair of the Governor’s Council of Economic Advisers, chair of the Utah Population Estimates Committee, and president of the Wasatch Front Economic Forum.

Spendlove received a Master of Public Administration with an emphasis in economic public policy at the University of Utah, where he is currently an adjunct instructor of public policy.

Jessica Tyler

Jessica Tyler, J.D.

Tyler Law, Inc.

Jessica Tyler graduated from Brigham Young University in 2008 with a degree in French studies and art history and graduated from the J. Reuben Clark Law School at BYU in 2012. She served as editor in chief of the Education & Law Journal and as secretary of the Family Law Society. She also worked as a law clerk for the BYU Office of the General Counsel.

Tyler joined MacArthur, Heder & Metler PLLC in 2013 where she focused on estate planning, guardianship/conservatorship, and probate administration. She recently began working for Tyler Law, Inc. She is a member of the Academy of Special Needs Planners and of the Utah Valley Estate Planning Council.

Originally from Boise, Idaho, Tyler married Orem native Jonathan Tyler in 2007. They are the parents of two energetic boys. Outside of the law, her interests include BYU football and basketball, pop culture, and travel.

John Unice

John Unice, CFP®, C.W.C.

Keeler Thomas

John Unice is a securities principal, cofounder, and senior partner of Keeler Thomas, an investment management, financial planning, and family financial office. He has been educating and working with the public in the financial and estate planning industry for over 30 years. He spearheaded the formation of the firm’s current emphasis on providing customized financial services and multi-generational wealth planning for families. He has led the company in providing consulting and succession planning for its business clients. He earned a bachelor’s degree in economics from Brigham Young University, is a Certified Financial Planner, holds Series 7, 63, and 24 securities licenses, and is a registered securities principal.

Mike Winder

Mike Winder

Zions Bank

Mike Winder is vice president of community development and director of entrepreneurship programs for Zions Bank. He also serves in the Utah House of Representatives, where his committee assignments include economic development and workforce services, public safety and law enforcement, and higher education appropriations. He has served as business development manager, city council member, and mayor of Utah’s second largest city — West Valley City — where he was recognized as “Best of State Mayor” and elected by his peers to preside over the Utah League of Cities and Towns. He is the founder and CEO of Neptune Strategies, past director of public affairs for the Summit Group Communications, and past vice president of marketing and third-string bottle washer for Winder Farms. Mike has an bachelor of arts with honors in history and an M.B.A. from the University of Utah, and he completed executive education at Harvard University’s Kennedy School of Government. He and his wife, Karyn, are the parents of four children. He also speaks Mandarin Chinese and is the author of 12 published books.

Norman Wright

Norman S. Wright, Ph.D.

Utah Valley University

Norman Wright, Ph.D., currently serves as the dean of the Woodbury School of Business at Utah Valley University. He holds a Ph.D. in Management from The Wharton School and degrees from Brigham Young University. Prior to joining the Woodbury School of Business, he taught and served as a university administrator in Saudi Arabia, Dubai, Nigeria, and Hawaii. Wright is an active scholar, having served as the editor of the Journal of Microfinance and publishing his own research on cross-cultural management and entrepreneurship in and around protected areas. He routinely engages in consulting and training activities, working with such diverse organizations as Dubai Municipality, HSBC, World Wildlife Fund, China Youth Travel Services, Ajman University of Science and Technology, the Polynesian Cultural Center, and the National Entrepreneurship Centre in Saudi Arabia. He also practices what he preaches by running his own entrepreneurial ventures in Hawaii with his wife, Dolly.