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.
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,...
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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 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...
Lewis (Terry) has been assisting clients in the financial industry since his graduation with an MBA from the University of Missouri. After becoming a Commercial Lending Officer at the largest bank in Chicago, he was a member,...
Investment Advisor Representative
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...
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...
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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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....
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...
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...
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...
Denise Allen recently joined with One Financial as an independent agent because she is passionate about creating lasting relationships and finding solutions that work. Denise has ten years of experience in Medicare-related insurance...