With over two decades of experience in financial planning, tax planning, and investment management, John excels in providing holistic and tailored advice to individuals and families. His career includes years at one of the most prominent firms on Wall Street and more than a decade at a Top 20 CPA firm, where he was instrumental in developing their wealth management practice throughout the Mountain West.

John holds a BA in Economics from Brigham Young University. His dedication to helping families achieve meaningful financial goals remains at the heart of his work. “For most of our clients, we manage their entire livelihood. That is a weight that I feel every day and take very seriously. It has literally kept me up at night…though, hopefully, that is what helps our clients sleep.”

President
Financial Advisor - CFF

John began his investment career in 2000 as a planner with Transamerica. John is a Certified Financial Fiduciary® (CFF), and has his Series 65 and Life & Health Insurance licenses. He is passionate about educating individuals and families regarding their finances. John finds it rewarding to help his clients reach their financial goals and aspirations, plan for their future retirement, and help them avoid financial pitfalls. John is known for giving his clients the greatest of care and views each one of them as dear friends. His writings have been published in many news outlets including Forbes, MSN Money, Yahoo! Finance, U.S. News & World Report, Investopedia and more. John lives in Riverton, Utah with his wife and 6 children. He is an avid sports fan and spends his free time cheering on his children at their various sporting events.

DBA, MSL

CFA

Partner
Financial Advisor
CPA, CFP®, CMA

Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte. He and his wife, Annmarie, have lived in Japan and California, and are now back to their roots in Utah. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face. Jeff and his wife live in Saratoga Springs, Utah with their four children and one dog.

CPA, CFP®

Ryan Weigel has over fifteen years of experience in the financial services industry. Working at a top 20 CPA firm as both a Tax CPA and Wealth Advisor for all of those years. Ryan’s values include hard work, servant leadership and trust, and he brings those values to each client relationship. Ryan’s objective is providing a solid roadmap for clients through a detailed financial plan so that clients can enjoy their years feeling confident and sleep well at night.

Ryan holds a BA in Professional Accountancy from Northern State University in Aberdeen, SD. He is a Certified Public Accountant and a Certified Financial Planner.

Ryan is married to Meghan and they have three children. Benjamin, Drew, and Chloe. In his spare time, he enjoys traveling, golfing, and the outdoors.

Certified Financial Fiduciary

Jeff has been a leading professional in the financial services industry since 2004. Jeff is a Certified Financial Fiduciary® (CFF) and has his Series 6, 63, 65, Life & Health, and P&C licenses. Jeff has had previous training and experience with multiple firms, including Transamerica and Farmers Insurance Agency. Jeff is dedicated to helping his clients achieve their financial goals, and his loyal commitment to them is paramount. His 'no nonsense' approach to helping his clients achieve their goals probably stems in some part from his experience as a law enforcement officer prior to entering into a career in financial services. Jeff Busch has been published in U.S. News and Yahoo! Finance. Jeff lives in Riverton, Utah with his wife and four children.

Tyler Thomas began in the world of Finance back in 1997, working for a few broker-dealers including Fidelity and Morgan Stanley. He started at Fidelity by getting licensed with his Series 7 and 63. At Morgan Stanley, he earned his Series 24 and 4, thriving on the options trading desk. Tyler graduated from the University of Phoenix in Business Management and earned his MBA with an IT emphasis from Western Governors University.

Tyler can often be found kicking the ball around with his family, attending Real Salt Lake’s games, or simply enjoying time with loved ones.

Tyler’s expertise, coupled with a passion for helping people, makes him a trusted guide for those nearing retirement. He understands that the retirement stage is not just about managing finances but about securing a lasting legacy. He’s passionate about helping you protect your investments and ensure your hard work translates into the retirement of your dreams—a time of freedom, joy, and fulfillment. His commitment to helping people live their best lives in retirement stems from his own love of family and community, values he’s carried throughout his career. Now is the time to envision your Elysium, and Tyler is here to help you get there.

Alan began his career in finance in 2015 with Farmers Insurance Agency and transitioned to Lift Financial in early 2020. Alan currently holds a Life & Health Insurance license, as well as P&C licenses in multiple different states. His passion for finance comes from the belief that everyone should be “in the know” and deserves the opportunity to achieve their financial goals. Alan’s goal is to help individuals and families identify and accomplish their specific dreams through education and plan implementation. Alan graduated from the University of Utah with a Bachelor of Art in History. Alan and his wife live with their three children in Cottonwood Heights. They enjoy the beautiful outdoor landscape Utah has to offer, various sports, and any chance they get to cheer their kids on.

Emma began her career at Elysium financial in May 2022. Prior to that, she worked as a medical assistant in pain management, where she learned the skills of communication, organization, and attention to detail. Through her love of working one-on-one with clients and seeing the results of working with those clients, she has been able to assist in the customer journey build out within Elysium Financial and efficiently process business! In her free time, she enjoys spending time with her husband and treating her two cats like children. She likes to read, watch TV, and quilt/craft!

FPQP

Taylor works with Elysium Wealth Management to assist clients in funding their trusts, ensuring their estate plan is secure and functional. Prior to this role, she graduated from Northern Arizona University with a degree in Fine Arts. She began a career in education that taught her communication, adaptability, and patience. She developed a love for helping people that has translated into providing personalized service for each and every client. Beyond the office, she enjoys quality time with her family and cat, as well as pursuing her love of painting and reading.