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,...

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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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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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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...

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Daniel Flanscha*

Agent

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....
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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....

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Andrew Odoardi*

Registered Representative

(801) 676-1500

(801) 676-1500

aodoardi@ofadv.com

After a rewarding career of serving students, and families as a teacher and administrator, I bring the same dedication and commitment to my clients as they seek to meet their financial goals. I focus on ASSET ENHANCEMENT AND PROTECTION...

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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...

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Lyle Affleck

Financial Professional

(801) 209-9598

(801) 676-1500

lyle@askaffleck.com

Lyle Affleck began his insurance career in 2005, shortly after graduating from college. His focus has been working with small business owners to help them with the “Three R’s” of business. He crafts employee benefits...

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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...

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