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.
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.
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 change families’ 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.
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 later went back east to graduate school in Virginia and ultimately go to Thunderbird in Arizona for business school.
After Thunderbird, he lived and worked for a multinational Oberhausen, Germany EPC contractor, Deutsche Babcock, 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.
For over a decade, one of Celeste's favorite hobbies has been educating herself on personal financial planning. Eventually, she decided to turn her hobby into a career by enrolling in coursework at Utah Valley University, approved for the aspiring Certified Financial planner™ professional. She immediately saw how a career in personal financial planning would extend her lifelong passion for community involvement. She has worked and served on the board of directors for organizations such as Habitat for Humanity Utah County, NeighborWorks Provo and Provo City, where she saw the power a strong financial footing can have on the stability and vibrancy of a community.
Celeste got her professional start in personal financial planning by interning at another financial planning firm while attending Utah Valley University. After graduating, she was thrilled to be offered a position with Medicus Wealth Planning. She found that working within a fee-only model allows her to focus her planning entirely on a client's financial goals.
When Celeste is not helping clients strengthen their financial well-being, you might find her skiing or hiking with her four children and one grandchild, helping them learn the names and stories behind the beautiful outdoors.
She appreciates that strong massive forests once started as a small seed, eventually growing to be a nurturing environment. She applies this same long-term outlook when helping her clients. Whether they are just planting the first seeds of their financial goals or nurturing an already growing forest, Celeste’s number one priority is ensuring our clients’ finances are in place so they achieve their life goals.
Dara is the owner and operator of D.R. Cohen Law, LLC. Dara specializes in estate planning and probate.
Dara has been a great resource for our practice as we help ensure our clients financial plan and investments are coordinated with their estate plan.
Dara graduated from the S.J. Quinney College of Law at the University of Utah in 2013, also earning a Masters in Public Administration.
Dara discovered a passion for estate planning during law school and immediately opened her own practice. She takes pride in providing outstanding client service, with estate plans tailored to each individual client's needs. In addition to Wills and Trusts, Dara is available to walk families through the estate administration process following the passing of a loved one.
Dara serves on a numbers of non-profit boards, including Jewish Family Services and the Utah Avalanche Center. When not working, Dara can be found backcountry skiing with her wife in the winter, or road biking, slowly but happily in the summer.
Dara is not an employee or contractor of Medicus Wealth Planning.
Brent is the owner of Bement & Company, a full service CPA firm in Salt Lake City.
Brent has been an invaluable resource to our practice as we ensure our client's financial plan and investments are coordinated with an efficient long-term tax plan.
Brent received his Master's and Bachelors degrees in Accounting from the University of Utah. Shortly after, he became licensed as a Certified Public Accountant and a Certified Valuation Analyst.
While at the University of Utah, he enjoyed playing on the Utah lacrosse team and learning alongside so many great people. Before graduating, he was able to learn Spanish and spend two years volunteering for his church in Argentina.
In addition to being a CPA, over the last 12 years Brent has also been able to work with youth from Valley Mental Health and Hopeful Beginnings on a weekly basis as part of the Respite Program. He coordinates with the parents and plans activities to provide relief to the kids and families. This program also helps the kids build social and relationship skills.
Brent enjoys all outdoor activities. Especially archery, mountain biking, golf, hiking, camping, hunting, and target shooting. He also enjoys fitness activities including half marathons, relay races, and weight lifting.
Brent is married to Candice and they have five children.
Brent is not an employee or contractor of Medicus Wealth Planning.