Broker Check

Our Team

Max Coulliette*, CFP®, CLU, ChFC, CRPS

President and General Agent

(801) 676-1500 x 101

mcoulliette@ofadv.com

As President of One Financial Advisors Inc., Max has more than 30 years of experience helping clients to increase their wealth, retirement security and financial protection. Max has extensive experience working with individuals,...

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Terry Rushton*, MBA, CPA

Agent

(801) 676-1500 x 109

trushton@ofadv.com

Terry is an experienced Financial Advisor with an MBA from the University of Utah. He is an Associate General Agent with One Financial Advisors, Inc. and a licensed CPA with experience in both audit and corporate financial management....

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T. Brad Coil*, MBA, M.S., CRPS

Brokerage Manager

(801) 676-1500 x 104

bcoil@ofadv.com

Brad has performed as a financial professional to business owners, key executives and select individuals for over 26 years. For business owners, he designs and maintains not only basic and customized employee benefit programs but also...

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Jason E. Palmer*, CFP®

Financial Advisor

(801) 676-1500 x 110

jpalmer@ofadv.com

Jason Palmer began his advisory career managing national market research projects while attending Brigham Young University, where he graduated Cum Laude in Humanities and Business Management. He has more than twelve years of experience...

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James Coulliette

Financial Professional

(801) 676-1500 x 115

james.c@onefbn.com

James Coulliette has been with One Financial Advisors for a couple of years, after many years as a Regional Manager with a national retail chain. James graduated from high school in Sandy, Utah, after which two years where spent in the...

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Lewis H. Haupt III*, MBA

Financial Advisor

(801) 676-1500 x 116

lhaupt@ofadv.com

Lewis Haupt has been assisting clients in the financial industry since his graduation with an MBA from the University of Missouri. He was a member, independent Floor Trader on the Chicago Board Options Exchange for 17 years...

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Jim Winokur*, RFC

Financial Advisor

Jim is passionate about helping people protect their quality of life and creating peace of mind. He began his career in Long Term Care in 2002. Additionally, his experience includes Retirement and Social Security planning as well as...

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Daniel Short

Financial Professional

8016761500

dan@onefadv.com

Daniel Short is a Utah resident with strong family ties to the area and establishing of the state. He is a financial professional focusing on serving the 50+ community. Not only committed to the pre and post retirees within our...
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