MFPA Profiles

 

Our Students

2020-2021

Decorative Image of Ariunsanaa Baasanbyamba
Fall 2020 Graduate
Ariunsanaa Baasanbyamba
Decorative Profile shot of Ariunsanaa Baasanbyamba

Ariunsanaa Baasanbyamba
Fall 2020 Graduate

Ariunsanaa Baasanbyamba is a Relationship Banker who works with Altabank to assist customers with opening and closing accounts, loan payments, and wire transfers.

Ariunsanaa founded a nonprofit organization called the Illumine International Community (IIC). The IIC provides a wide range of classes including financial literacy classes for immigrants and refugees in Utah County. Ariunsanaa managed the day-to-day operations and programs, such as an International Women's Support Group, language programs, financial success classes, and International Family Networking Nights.

Ariunsanaa has a keen passion for community organizing and charity work. Ariunsanaa believes financial education is important for everyone and her MFPA degree will allow to her serve her community. She successfully fundraised for the children of over two hundred immigrant and refugee families during Christmas time from 2015 to 2018. She also formed a coalition with other Utah County community organizations to celebrate International Children's Day with children's games, free gifts, and by providing the community with resources.

Ariunsanaa has received a number of awards for her business acumen. She was awarded the Collegiate DECA Academic Honor Award and the Leadership Passport Blue Diamond Award. She also achieved third place in the Start-up Business Plan competition and fifth place in the Human Resources Management Series in state DECA competition.

Ariunsanaa holds a B.S. degree in Business Management with an emphasis in Finance from BYU-I.

Decorative Image of Hannah Bowen
Fall 2020 Graduate
Hannah Bowen
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Hannah Bowen
Fall 2020 Graduate

Hannah is a Digital Marketing and Content Publicist who works at NPAccel to help clients generate content and boost their SEO.

Hannah believes that through hard work, consistency, and a willingness to constantly challenge yourself, you can do anything you set your mind to.

Hannah has landed three separate digital marketing internships which helped her secure her current position at one of the biggest digital marketing firms in the world run by Neil Patel. Hannah is certified in Excel, Qualtrics, and Google Analytics. She also possesses knowledge, skills, and training when it comes to Shopify and WordPress based websites.

Hannah holds a bachelor’s degree in Communication Studies and Marketing from Utah State University. She is currently pursuing a master’s degree in Financial Planning and Analytics from Utah Valley University.

Decorative Image of Hugo Carrasco
Fall 2020 Graduate
Hugo Carrasco
Decorative Profile shot of Hugo Carrasco

Hugo Carrasco
Fall 2020 Graduate

Hugo is a financer who works with his company looking for green construction methods.

Hugo knows that consistency without hard work is worthless.

Hugo has worked at different companies, gaining experience in many different fields.

Hugo holds a BS in Finance from Utah Valley University.

Decorative Image of Cole Einerson
Fall 2020 Graduate
Cole Einerson
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Cole Einerson
Fall 2020 Graduate

Cole Einerson is currently working as a Financial Consultant for TD Ameritrade. In this role, he consults with clients on retirement planning, educates on portfolio management, and provides a personal touch to client banking services. Cole believes financial planning and intentional investing are pillars of wise financial stewardship. He was recently recognized as a divisional leader for high performance in client advocacy. Cole holds his Series 7 & 66 licenses and is currently sitting for the CFA level I exam in December. His aspirations are to obtain both the CFA & CFP designations. Cole also holds a bachelor’s degree in finance from Southern Utah University where he was voted the most outstanding senior in finance by his professors.

Decorative Image of Jackson Frandsen
Fall 2020 Graduate
Jackson Frandsen
Decorative Profile shot of Jackson Frandsen

Jackson Frandsen
Fall 2020 Graduate

Jackson Frandsen is a Business Negotiations Consultant and he currently works as a Corporate Trustee. He manages relationships within a corporate trust services group. He started in the financial services industry in 2009 as a wealth management advisor. He has owned his own multi-line insurance agency, built financial plans for high net worth individuals within a group of wealth advisors, and provided focused financial advice for entrepreneurs and high net worth individuals. He transitioned from personal finance to corporate finance when he spent several years as a middlemarket Business Banking Relationship Manager and a Vice President in commercial lending. He is experienced in several areas of financial and legal services. He seeks to live his personal mantra, “serve others, lift burdens, and bless lives.

Jackson has been honored with dozens of corporate awards for team contribution, production, sales, and customer service. He served as a Board Member for the Central Utah Risk Management Association (RMA) Chapter for several years. He currently serves as the local chapter leader for a diverse abilities network that supports both caregivers that assist family members with disabilities, and employed individuals with diverse abilities. The network’s focus is to educate and assist individuals with diverse abilities to reach their highest potential with employment challenges. Jackson holds multiple UVU Bachelor in Science degrees, one is in Legal Studies, another in Personal Financial Planning. Jackson is currently in the Master of Financial Planning and Analytics program.

Decorative Image of Nick Gardner
Fall 2020 Graduate
Nick Gardner
Decorative Profile shot of Nick Gardner

Nick Gardner
Fall 2020 Graduate

Nick Gardner is a Financial Representative at Fidelity Investments, where he assists clients in securities trading and account maintenance.

Nick believes in the power of freedom through choice. By making sound decisions in areas of financial planning, personal affairs, and life habits, you can be empowered to become a better version of yourself every day and avoid the choices that can restrict your freedom.

Nick currently holds the Series 7 and 63 licenses, enabling him to place securities trades on behalf of clients.

Nick graduated with a bachelor's degree in finance from Utah Valley University.

Decorative Image of Alek Johnson
Fall 2020 Graduate
Alek Johnson
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Alek Johnson
Fall 2020 Graduate

Alek Johnson is an Accountant who works with Horrocks Engineers reconciling multiple general ledger and bank accounts.

Alek believes that opportunities for growth come to those who work hard and seek to help others along the way.

Alek has worked as an accounts receivable specialist, a financial representative, and as a salesman in both retail and door‐to‐door environments. He has also competed athletically at the Division I level, playing basketball for the Utah State Aggies.

Alek holds a bachelor’s degree in accounting from Utah Valley University and is pursuing a master’s in financial planning and analytics.

Decorative Image of Brianna Leiva
Fall 2020 Graduate
Brianna Leiva
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Brianna Leiva
Fall 2020 Graduate

Brianna Leiva is a certified Mathematics teacher in Alpine School District who encourages her 8th and 9th grade students to develop their Mathematics abilities.

Brianna believes that finance takes consideration to detail and is devoted to helping businesses and families obtain financial stability. One of the reasons she became a teacher was to help others develop self-efficacy and is excited to help others cultivate this confidence in their financial lives.

Brianna fell in love with mathematics due to the amazing teachers she had in ASD and at BYU. They inspired her to pursue teaching in addition to her Mathematics degree. Even though teaching math has been extremely rewarding, she realized her true passion is in analyzing data and expanding her education in Finance. Brianna believes it's never too late to chase your new goals and dreams.

Brianna holds a Dual Bachelor’s degree in Mathematics and Mathematics Education from Brigham Young University.

Decorative Image of Jarrett Nielsen
Fall 2020 Graduate
Jarrett Nielsen
Decorative Profile shot of Jarrett Nielsen

Jarrett Nielsen
Fall 2020 Graduate

Jarrett Nielsen is an Investment Representative who works with client’s across the country to help them achieve their financial freedom and goals.

Jarrett believes everything happens for a reason, the good, the bad and the ugly. Through each experience in life you can learn something new to improve yourself and the people around you.

Jarrett has supported many non-profits in the Valley, from his support he has the opportunity to go down to Tijuana, Mexico each year to build houses for the less fortunate.

Jarrett has been awarded the Woodbury Business School scholarship for his undergraduate degree. He also has been recognized for his ability in bringing in new assets under management for each company he has worked for.

Jarrett holds a bachelor’s degree in Accounting from Utah Valley University.

Decorative Image of David Orton
Fall 2020 Graduate
David Orton
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David Orton
Fall 2020 Graduate

David Orton is a Corporate Accountant at Overstock.com. He assists executives in the creation and management of budgets and performing financial analysis to assist senior leadership in the effective management of their departments. He also is accountable for maintaining accurate accounts, journal entries, and financial planning results and forecasts.

David believes in the importance of communication in the finance and accounting fields as it determines how successful one can be in getting accurate information and financials in a timely manner to executives, managers, and colleagues. Also, he believes that accountability is important because it sets the expectations of one’s performance and how diligent one needs to be to complete assignments and projects on time.

David has worked at Kirton McConkie law firm as an Accounting Intern and as a Loan Specialist at Zions Bancorporation for four years until he joined Overstock.com in the fall of 2019.

David earned a Bachelors degree in Business Management with an emphasis in Finance from Brigham Young University – Idaho and is currently in the Masters of Financial Planning and Analytics program at Utah Valley University.

Decorative Image of Dustin Rollins
Fall 2020 Graduate
Dustin Rollins
Decorative Profile shot of Dustin Rollins

Dustin Rollins
Fall 2020 Graduate

Dustin Rollins is a Loan Processor who works with small businesses to obtain Paycheck Protection Program loans.

Dustin believes that financial understanding helps not only accomplish but accelerate one in accomplishing goals and achievements of life.

Dustin collaborated with a 12‐member team to help process over 8000 loans within short time periods given by the Small Business Administration. Timing was critical as many businesses depended on this loan to help maintain payroll through the difficult economic time of Covid‐19. Dustin is Microsoft Excel certified. He is also certified with Bloomberg Market Concepts and IBM Collaborative Computing Scholar. Dustin has a working understanding of Ag Lending because of Western Ag Credit’s hand on program explaining 5 C’s of risk for lenders.

Dustin holds two BS degrees in the fields of Finance and Agribusiness, from Utah State University.

Decorative Image of Marc Russell
Fall 2020 Graduate
Marc Russell
Decorative Profile shot of Marc Russell

Marc Russell
Fall 2020 Graduate

Marc is a Senior Director of Origination Implementation with GOLDPoint Systems. He helps oversee new and existing finance companies improve their profitability through software innovation.

Marc knows that through creativity and perseverance there is always a way to add additional value to every company and reach the desired outcome.

Marc has supported his wife over the past three years as she became a UVU Wolverine to complete the classes needed for her to apply to medical school.

Marc has worked on the backend of the finance industry for over the past decade. He has helped companies grow exponentially by establishing better policies and procedures through enhanced data analysis.

Marc is a true entrepreneur from selling modified candies to his sisters at a young age, to assisting his children in creating cash flows from their dormant assets around the house. Marc holds a Bachelor’s degree in Economics from Brigham Young University.

Decorative Image of Chad Simons
Fall 2020 Graduate
Chad Simons
Decorative Profile shot of Chad Simons

Chad Simons
Fall 2020 Graduate

Chad Simons is an aspiring Financial Advisor who is excited to begin the Masters of Financial Planning and Analytics Program at UVU.

After graduating with a BS of English in December 1999 from Utah State University, he immediately entered the workforce as a firefighter. Yes you read that correctly. A Bachelor of Science in English led him to a job in public service! He has spent the past 20 plus years working in Salt Lake County for Unified Fire Authority, moving through the ranks to the current position of Captain. Throughout his career he has had the opportunity to render Advanced Life Support care as a licensed paramedic to citizens in need. He has assisted in the suppression of countless structure fires throughout Salt Lake and surrounding counties. Many summer months were spent all over the United States to help extinguish Wildland fires as well. He has enjoyed this rewarding career.

Chad is hopeful that he can transition to the world of financial planning to continue helping people in a whole new environment. His goal is to become a certified financial planner after obtained this degree.

Chad believes that providing financial advising services to the general population with a focus on giving back specifically to public service workers will be a fitting and rewarding way to transition to a new career.

Decorative Image of Abigail Sturgeon
Fall 2020 Graduate
Abigail Sturgeon
Decorative Profile shot of Abigail Sturgeon

Abigail Sturgeon
Fall 2020 Graduate

Abigail Sturgeon is currently a graduate student at Utah Valley University who’s working on becoming a CFP. She is passionate about the financial planning profession because she wants to help others become financially successful. Abigail believes that a good financial planner is someone who puts the needs of their clients first. She knows that this is critical in building strong relationships with clients and is looking forward to working with individuals as they plan for their future. The financial planning profession offers new challenges and opportunities for growth each day which she looks forward to.

Abigail graduated with a bachelor’s degree in three years with a high GPA while still working part-time and completing a full-time accounting internship with Eide Bailly.

Abigail holds a bachelor’s degree in Accounting from Utah Valley University.

Decorative Image of Javen Tauati
Fall 2020 Graduate
Javen Tauati
Decorative Profile shot of Javen Tauati

Javen Tauati
Fall 2020 Graduate

Javen Tauati is a Customer Relationship Advocate for Fidelity Investments and helps customers place trades, check balances, and manage their money.

Javen believes a clear objective and constant evaluation towards meeting a goal will be key when helping others reach Financial Freedom.

Javen has placed trades in Mutual Funds, Stocks, ETF's, and Options. He has also helped customers process Retirement Distributions and aid others in setting up a Retirement Plan. Javen is a Licensed Series 7 & 63 Trader.

Javen holds a bachelor’s degree in Finance from Brigham Young University of Hawaii.

Decorative Image of Alexis Teran
Fall 2020 Graduate
Alexis Teran
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Alexis Teran
Fall 2020 Graduate

Alexis Teran is a Service Associate who works with the Mountain America Investment Services team to provide retirement planning services to their clients.

Alexis also volunteers at the UVU Money Management Resource Center as a financial coach helping students and community members. She believes it is important to help others and to increase financial literary in her community.

Alexis recently passed the exam to become an Accredited Financial Counselor. She also placed third in a national competition hosted by the Society of Financial Service Professionals.

Alexis holds a Bachelors's degree in Personal Financial Planning from Utah Valley University.

Decorative Image of Seattle Farner
Fall 2020 Graduate
Seattle Farner
Decorative Profile shot of Seattle Farner

Seattle Farner
Fall 2020 Graduate

My name is Seattle Farner, I graduated from the UVU PFP undergraduate program in December 2019 and have been a full-time mom to my two boys while starting my journey in this graduate degree program. I hope to use this experience and education to teach financial planning at a university as well as obtain my CFP® in 2022 and put it to good use in the field. When I am not studying, I love to be outside with my boys at the beach or pool, finding new recipes to try in the kitchen, or working out. I am excited to be here in the MFPA community!