Financial Network-Investment Team

38 W 13775 S, STE 300

Draper, UT 84020

801-568-1970

Kevin J. Larson has been advising clients on how to help preserve and manage wealth since 2003.  Professionals, corporate executives, business owners, and individuals nearing retirement rely on him for personalized financial strategies.

Kevin excels at developing a uniquely customized approach for each client’s planning needs, objectives, and goals.  With Kevin, the entire process revolves around the client. He keeps his clients informed of current trends in the economy through ongoing seminars, weekly newsletters, and regular office and web-ex meetings, as well as providing clients access to innovative tracking tools which help to monitor their progress with real-time data.

Kevin believes that financial planning is about a person’s values, not just their money.  His focus is on protecting his client’s purchasing power, not simply their principal. He feels it is important to develop the right retirement plan for an individual’s situation by utilizing tools that help manage taxes, market volatility, and risk.  He has taught sound financial principles to clients over the years and currently teaches educational seminars to corporations and federal agencies, as well as holding regular client seminars.  

He has been a guest lecturer at Brigham Young University on personal finance.  He shares strategies that assist his clients in overcoming emotional decisions and helps them prepare for their retirement years.

In additional to a Bachelor of Science degree in Business with an emphasis in finance, he successfully completed the demanding requirements to become a Certified Financial Planner ® professional through the Certified Financial Planner Board of Standards, Inc.  In an effort to provide timely advice to his clients, Kevin regularly consults with leading experts including economists, attorneys, CPAs, and financial product specialists.

Kevin currently serves in his hometown community and spends most of his free time with his family going hiking, camping, playing sports, games, and making each other laugh.  Kevin and his wife have nine children. 

Practice Focus

• Investment Advice
• Retirement Planning
• Asset Protection Strategies
• Estate Planning
• Insurance Analysis

Education/Certification

• CERTIFIED FINANCIAL PLANNER™ professional
• Bachelor of Science in Business & Finance
• Securities Registrations: Series 7, 6,26,63,65
• Insurance Licenses: Life & Health

Affiliations

• Investment Advisor Representative, Cetera Advisor Networks LLC.
• Member of Financial Services Institute
• Member of  NAIFA (National Association of Insurance and Financial Advisors)

Nydia Lenhart joined the financial services industry in 2014. Her background for the previous 20 years focused on accounting and finance. She holds Series 7,6, 65 and 63 securities registrations and also maintains life and health insurance licenses. She is passionate about helping others make financial decisions to better their quality of life and her career has been driven by this goal.

Nydia focuses on the comprehensive financial management process to help build upon the accumulated wealth of clients while considering their need for capital preservation and family values. Nydia offers personalized financial advice and investment management, while helping her clients set and monitor their financial goals.

Nydia's ability to understand and relate to the people she meets enables her to serve clients with their best interest in mind. She recognizes that tackling personal finances can be a daunting task and has a passion for making sure people are educated about their finances, so that they can be empowered to pursue their most important life goals. She understands the value of each customer and strives to provide services that reflects the best interests of the individual she serves.

In her spare time, you will find her painting or in the back-country camping and ATVing with her family.