Kevin Michels, CFP®, EA
Kevin Michels, CFP®, EA
Financial adVISOR| President
Kevin is the owner and President of Medicus Wealth Planning.
Kevin got his start in the financial planning industry by working for one of the largest discount brokerage and mutual fund companies in the world, Fidelity Investments. After being promoted to a department that assisted business owners in creating and maintaining company-sponsored retirement plans, he found his passion: helping individuals and families prepare for a financially successful retirement.
In 2014, Kevin partnered with David Luke and they later formed Medicus Wealth Planning. Having the opportunity to work with clients on a fee-only basis allows Kevin to give objective and sound financial planning advice that is never tainted by a hidden agenda.
Kevin graduated from Utah Valley University with a degree in personal financial planning. Utah Valley University’s Financial Planning Program has been recognized on numerous occasions as one of the nation’s top 10 financial planning programs. Shortly after graduating with a degree in personal financial planning, Kevin became a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is also an IRS Enrolled Agent (EA), which grants Kevin the right to represent taxpayers before the IRS.
In addition to working with his clients, Kevin really enjoys writing about financial planning. He's been quoted, published, and interviewed in a variety of news outlets including Yahoo! Finance, Nerd Wallet, KUTV Channel 2 News, MSN Money, NASDAQ, Investopedia, The Penny Hoarder, and Utah Business Magazine.
Kevin actively participates in the professional financial planning community by serving on the Public Relations Committee of the Financial Planning Association’s Utah Chapter.
Education and Designations
- CERTIFIED FINANCIAL PLANNER™
- IRS Enrolled Agent
- Bachelor’s degree in personal financial planning – Utah Valley University
- Public Relations Committee — Financial Planning Association (FPA) Utah Chapter
- Member — National Association of Personal Financial Advisors (NAPFA)
- Premier Advisor — Investopedia Advisor Insights
In the Media
Personal Life
Kevin lives in Riverton, Utah with his wife, Lauren, and their four children. They love being active and spending time outdoors as a family including camping, mountain biking, trail running, and CrossFit. Kevin and Lauren are both "die-hard" Utah Jazz and Minnesota Vikings fans and never miss a game.
Dan Loose, CFP®
Dan Loose, CFP®
Financial advisor
Over the last 25 years, Dan has worked diligently to help companies and individuals make wise financial decisions. In 2013, he felt a calling to not only help companies and people with their acquisitions, but to also help them make wise decisions with their whole financial picture. He feels particular empathy and compassion for individuals whose marriages are being torn apart by poor financial decisions. He has seen this first-hand by hosting Dave Ramsey Financial Peace University courses and doing pro bono work for churches and charities like the Salt Lake Rescue Mission. According to Dan, "Financial literacy can change the destiny of not only the present generation, but future generations as well."
Dan enrolled in the Personal Financial Planning Program at UVU in order to add textbook personal financial planning skills to his quiver of business financial skills while simultaneously working at a financial planning firm in Salt Lake City. With a CFP® designation, he is proud to help families change their destinies.
In 2018, he joined Medicus Wealth Planning because he appreciates the fee-only financial philosophy shared by everyone at the firm. Additionally, he enjoys working at a firm where there are no fiefdoms, no commissions, no products to push, no quotas and no attitude. The only thing we are interested in is attaining our clients' financial goals. Dan focuses on teaching people how to be financially literate. He does this through his workshops and the solid financial advice he delivers through his comprehensive financial planning services.
Education and Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- M.B.A. — Thunderbird School of Global Management
- Master’s degree — University of Virginia
- Bachelor’s degree — University of Utah
- Personal Financial Planning Program — Utah Valley University
- President— Financial Planning Association of Utah
Personal Life
While attending the University of Utah, Dan was introduced to European history and culture through various study abroad opportunities. He attended Cambridge University in England; Christian Albrecths Universitaet in Kiel; Heidelberg Universitaet in Heidelberg, Germany; and the Aegean Institute in Greece. He holds a Masters from the University of Virginia and an MBA from Thunderbird School of Global Management.
After graduation from Thunderbird, Dan moved to Oberhausen, Germany to work for Deutsche Babcock, an international EPC contractor, where he worked in corporate finance and business development. While there, he met his wife, Evelyn, while she was working towards her M.D. at the Universitaet of Essen Medical School. The Looses eventually returned to raise their family in the West. They now reside in Bountiful with their four children.
When not busy with the kids’ practices, lessons and Scouts, Dan loves to ride dirt bikes in the high desert in the summer and ski the Wasatch in the winter. He donates his time and talents to several local organizations, including BSA Troop 220, the Madeleine Choir School, First Presbyterian Church, Samaritan’s Purse and The Salvation Army. Dan and his wife also enjoy visiting friends and family in Germany as frequently as possible.
