Our Team

Max Coulliette***, CFP®, CLU, ChFC

President and General Agent

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, business owners and executives as well as managing the training and development of other financial professionals.

Max also owns Intermountain Financial Education, which provides licensed continuing education to CPAs, insurance producers, and other financial professionals. 

    Terry Rushton***, MBA, CPA

    Associate General Agent

    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. With an extensive background in both direct client relationship building and in insurance and securities compliance, he is committed to the principle that the professional advisor's role is to assist clients in making solid financial decisions themselves. 

     Terry has had his heart broken by his beloved Utes too many times to count, but rationalizes that the journey is more important than the destination.  He has had to swallow his Crimson pride somewhat now that his grown children and wife have Cougar roots, but his heart remains pure.  He golfs badly, and enjoys great writing in books, movies, TV, and historical biographies.

     

    T. Brad Coil**, MBA, M.S.

    Brokerage Manager

    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 crafts tailored programs to help employers recruit, retain and reward select employees. Clients value his experience in finding suitable and competitive insurance coverages, in accumulating retirement and estate assets, and in tax-favorable distribution and gifting strategies. He has particular skill finding insurance protection for select needs based on lifestyle, avocation, health status or business needs.

    Brad has a MBA/MS degree from Brigham Young University, but is always learning. 

     

    Jason E. Palmer***, CFP®

    Financial Advisor

    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 helping clients achieve their full financial potential and make confident financial decisions. He is the founder and president of Resonant Financial Planning ™ and has been part of the One Financial Advisors team since 2010. Jason is a Registered Representative and Investment Advisor Representative of OneAmerica Securities Inc.

    In addition to being a CERTFIED FINANCIAL PLANNER™ Professional, he is also a licensed insurance producer, and a LEAP® Licensed Practitioner. He devotes considerable time to the cause of financial education and is an 8 Pillars Trained Financial Professional™.

    He and his wife Rachel live in Highland, Utah with their five children. When he is not working or spending time with his family, he can usually be found singing with a choral group, playing just about any sport, reading a good book, or enjoying the outdoors.

     

    James Coulliette*

    Financial Professional

    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 Halifax, Nova Scotia area. He has also attended the University of Utah.

    James now lives in Salt Lake City, Utah with his wife Suzanne and their four children. James' interests are: Boy Scouts of America, hiking, outdoor activities like camping and backpacking and time with family.

    Lewis H. Haupt III***, MBA

    Financial Advisor

    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 successfully navigating several severe market downturns. After his time 'in the pits' he used his presentation and teaching skills throughout the country to instruct the public how to use options as a hedge against market risk and volatility. For the past four years he has been assisting law practices and financial firms present family trusts as well as doing estate and asset protection planning.

    Lewis and his family live in Cottonwood Heights area and enjoy skiing and most other outdoor activities.

    Jim Winokur,**** RFC

    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 Medicare benefits.

    Jim is an Investment Advisor Representative holding a FINRA Series 65 Securities registration. He is Long Term Care certified, holding his Life and Heath Insurance license.

    Jim resides in Cottonwood Heights Utah. He enjoys backcountry skiing, biking and racquet sports. He still plays Lacrosse competitively.

    Jim has a Masters in International Development from American University, Washington, D.C.