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. While at Fidelity, he held his Series 7 and 63 licenses, allowing him to work as a trader and complete stock, mutual fund and options trades. 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. They later formed Medicus Wealth Planning. Having the opportunity to work with clients on a fee-only basis allows them 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 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 is the IRS’s most regarded tax credential.
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 three children. He spends much of his free time with his family outdoors, playing sports and watching Jazz games. Kevin and Lauren enjoy living close to both of their families and spending time with them.
David focuses on helping physicians and successful retirees with financial planning, investment management and risk management.
In the past 30 years of his career, he has held the following licenses: general securities registered representative; registered investment advisor; branch management supervision; and life, accident and health insurance. As a fee-only advisor, he is able to help his clients achieve peace of mind and greater assurance with their financial goals by giving advice and providing investment management that is in their best interest, untainted by commission or sales objectives.
In 1986, David began his career at the General Motors of Canada banking and investments department, where he worked in cash management, foreign currency hedging and the debt issuance of a $100 million Eurobond and a $300 million note issuance facility. In 1988, as supervisor of borrowings for GMAC Canada, he was responsible for the daily average issuance of $125 million in short-term commercial paper. He then worked as a stockbroker and portfolio manager for two major national brokerage firms — A.G. Edwards and Wachovia Securities — from 1989 to 2008. At Wachovia Securities, he was among an elite group of financial advisors approved as a PIM (Private Investment Management) portfolio manager.
After almost 20 years, David decided to leave the brokerage firm model and begin working as a fee-only financial advisor. Now, his loyalty lies with his clients, and he wouldn’t have it any other way.
As the son of an Air Force fighter pilot and an elementary school teacher, David lived in several states — as well as overseas — while growing up. Before moving to the Salt Lake Valley in 2006 (where he currently resides), he and his family lived in Scottsdale, Arizona for almost two decades.
David and his wife, Lee-Ann, have been married 30 years and are blessed with 11 children and five grandchildren. David is proficient in Japanese, serves as an Eagle Scout and enjoys camping and spending time with his family.
Jim has over 30 years of experience in personal financial planning, including comprehensive financial planning, customized investment management, insurance and estate planning. As a NAPFA-registered financial advisor, he is committed to working with clients on a fee-only basis.
Jim received his CERTIFIED FINANCIAL PLANNER™ designation in 1994 after serving as an officer in the United States Air Force and earning an M.B.A. from the University of Dayton. He merged his own practice with Medicus Wealth Planning after 10+ years at his own practice. As a former president of the Salt Lake City chapter of the Financial Planning Association (2005-2006) and chairman of the board (2007), he is heavily involved in promoting the financial planning profession.
As a registered principal with a Wall Street investment firm, Jim was recognized as a top manager in the country. He has also served as a director of financial planning for a local financial services firm. Throughout his career, he has worked hard to provide whomever he works with the time, tools, education and service needed to take the worry out of their financial future. He and his wife, Pam, have lived in Utah for over 25 years and enjoy camping, fishing and riding motorcycles with their friends and family.
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.
Kaden became interested in financial planning while looking for a career that would enable him to help people improve the quality of their lives. He combined his passions for financial literacy and helping others by seeking a career in financial planning. He is involved in UVU's Financial Planning Student’s Association and enjoys building relationships with our clients, ensuring they receive the best customer service in the industry.
Kaden grew up in Lindon, Utah. In his free time, he enjoys playing and watching sports, lifting weights, reading and spending time outside.
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.