Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

One Financial Advisors

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

President and General Agent

(801) 676-1500

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,...

Read more

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...

Read more

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...

Read more

Matthew Gatherum*

Investment Advisor Representative

(801) 676-1500

(801) 676-1500

mgatherum@ofadv.com

Matthew joined our team in 2020. He is currently pursuing a Bachelor's degree in Personal Financial Planning at Utah Valley University. He started school as an engineer but quickly found that his passion and drive were in finance. He...

Read more

Daniel Flanscha*

Financial Advisor

970-461-0808

dan.flanscha@lpfadvisor.com

DANIEL C. FLANSCHA, CFP®, CLU®, ChFC® has been in financial services for over 30 years. He started in the industry following graduation from Iowa State University where he received a Bachelor of Science degree to teach....

Read more

One Financial Network

Terry Rushton, MBA, CPA

Agent

(801) 676-1500 x 109

trushton@ofadv.com

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

Read more

Dennis Bledsoe*

Financial Representative

891-671-1600

801-676-1505

dbledsoe@ofadv.com

Dennis has more than 20 years working extensively with individuals and business owners helping them to increase: wealth, retirement security, and financial protection. Dennis is a Southern California native and graduated from...

Read more

Oliver Schreiber*, MBA

Registered Representative

(801) 676-1500

(801) 676-1505

oliver@onefadv.com

Even though we would like to claim that Oliver joined us from Germany, he has lived in Utah for over 30 years with his wife and three wonderful children. As a first-generation immigrant to Utah, his German heritage and accent are...

Read more

David Shackelford*

Financial Representative

801-676-1500

801-676-1505

dshackelford@ofadv.com

Mike Openshaw

Financial Professional

801-676-1500

mikeo@nationalpensions.com

After graduating from the University of Utah, Mike began his professional career as a CPA with Deloitte. He worked in the Salt Lake City office for 10 years and attained the level of senior manager. While there, Mike specialized in...

Read more