Your Support Team

Our Team & Partners

Meet the Team

Carl Woolston, ChFC®

Founder

I am a fiduciary who is committed to acting in the best interest of my clients. I received my Chartered Financial Consultant® designation through the American College of Financial Services, which on average exceeds over 400 hours of study. I have my series 65, am a National Social Security Advisor (NSSA®) certificate holder*, and am insurance licensed. I have a Bachelor of Science in Business Administration from Western Governors University.

I’ve been married to my incredible wife Christine for 29 years. We have six children and two grandchildren (so far). I love fly fishing, coaching competitive soccer, sports, the outdoors, and exploring new trails in life and business. I have also authored several books. I served on the local charter school board at Legacy Preparatory Academy for six years, where I served as President on two different occasions.

Seth Woolston

Assistant

Seth answers phone calls, schedules appointments, and coordinates events. He also helps communicate with clients, prepares paperwork, and keeps things organized.

He is currently enrolled at Utah Valley University in their Personal Financial Planning program and plans to transition from assistant to advisor in the coming years.

Our Strategic Partners

Brookstone Capital Management

Brookstone Capital Management provides us with compliance services and brings institutional investing services to our clients. They have more than 80 employees, support more than 750 advisors, manage more than $7.5 billion in assets, and service 60,000+ clients annually. Our partnership with Brookstone allows us to be the strategists, while relying on their expertise with institutional investments and compliance.

Charles Schwab

Charles Schwab is financial custodian with a solid reputation and history. Our client’s investment money is held on the Schwab platform.

Whitney and Associates

Whitney and Associates is an insurance organization that provides knowledge, research, training, tools, and products to financial advisors. Due to our status as independent insurance agents, they keep us updated and provide access to the latest innovations in insurance products and retirement strategies so we can share them with clients.