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     FINANCIAL  SERVICES

John Bonnemort

Alta Peak Wealth Management

Alta Peak Wealth Management is totally focused on providing objective, transparent advice - regardless of whether our conversation results in you becoming a client.  We believe in doing what's right - day in; day out.
Let me know what we can do to add value and help you solve some of your most pressing concerns.  We look forward to connecting!

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John Bonnemort

John Bonnemort

Alta Peak Wealth Management

Jessica Jacques

Boyer Wealth Management

Jessica Jacques, CFP® knows that planning for the future can be daunting.
She is committed to helping you to achieve financial well-being by creating a custom plan together.

~ A GOAL WITHOUT A PLAN IS JUST A WISH ~
Antoine de Saint-Exupery  -  French Poet

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Jessica Jacques

Jessica Jacques

Boyer Wealth Management

Tim Rodee

Padgett Business Services

Tim Rodee is a CPA with over 40 years of experience in Public and Private Accounting. Tim enjoys using his vast business experience to help small to medium size companies reach their full potential through strategic planning and efficient and effective management in the financial and operational areas of their companies.

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Tim Rodee

Tim Rodee

Padgett Business Services

Tamara Taylor

Morgan Stanley Wealth Management

As a financial advisor and wealth manager at Morgan Stanley, I deliver personalized attention and collaboration with clients who are are either beginning the process of separation, going through the process of divorce or recently finalized a divorce to help them navigate the muddy waters of retirement and goals based planning.

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Tamara Taylor

Tamara Taylor

Morgan Stanley Wealth Management

Merrill J. Taylor

Clark Rasmussen Taylor, CPAs

I have guided many divorcing couples through the complex tax laws of dividing assets and filing tax returns.  One of the biggest parts of a divorce is how to split up assets.  The splitting of assets carries an effect on taxes. In addition, divorce decrees outline various tax provisions.  I make sure tax returns are prepared in accordance to the divorce decree and all assets are reported correctly on the tax returns.

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Merrill J. Taylor

Merrill J. Taylor

Clark Rasmussen Taylor, CPAs

Brad Wyatt

Stayner Bates, P.C.

I am experienced in both divorce and taxes. I understand the feelings and how complex the issues can be and I am able to help you navigate through the laws to ensure that you are doing what is best and right for you. From splitting returns to splitting dependents, and large corporations to small indiviudals, I am the person that you can trust to be there for you.

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Brad Wyatt

Brad Wyatt

Stayner Bates, P.C.