Jaden grew up in Northern Utah and through witnessing family and friends who often struggled financially, recognized at a young age the importance of consistent growth; continuous learning to best use the most important asset, yourself. From a young age he had a strong desire to better understand business and finance. He went on to own multiple rental properties in his early 20’s and started a successful company. He has since dedicated the last decade to furthering his financial education.

As Ayn Rand said, Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. Much of Jaden’s focus has been on helping others utilize their most important asset, themselves.

After attending Weber State University and the University of Utah, he furthered his education in two of his biggest passions, Real Estate and Financial Literacy.

An active cash flow Real Estate investor and Wealth Strategist, he personally employs and helps others implement financial freedom with the Perpetual Wealth Strategy, as well as other powerful financial strategies. Jaden used these same strategies to finance investment properties and extensive medical bills for his premature twins, and currently resides in Northern Utah.

Sina Azari is a Certified Financial Fiduciary with a track record of delivering exceptional financial guidance for more than 2 decades.  Specializing in strategic financial planning including insurance and real estate, trust and estate conservatorship, he brings a deep understanding of these complex areas to provide clients with tailored solutions.

With a steadfast commitment to fiduciary duty, Sina prioritizes clients' best interests above all else. His expertise in navigating intricate financial landscapes empowers clients to make informed decisions and achieve their long-term financial goals.

Clint Huntrods is an experienced educator with a passion for helping people retire. With a PhD in Educational Policy and Leadership from the University of Iowa, Clint is passionate about empowering others through education. Clint has his life, health, and accident Iowa insurance licenses and his Series 65 securities license. As a retirement planner, Clint can help pre-retirees make all of the one-time decisions that come with retirement. His experience and relationship-building skills allow him to help ease your retirement worries and focus on living out your retirement vision.

Zach Keister joined Nelson Financial Planning in September of 2021 as a Relationship Coordinator. Before embarking on his career in financial planning, Zach spent 8 years as an Engineer in a central Indiana fire department, where he developed invaluable skills in leadership, crisis management, and teamwork. His experience in public service instilled in him a deep sense of responsibility and a commitment to serving others—a foundation that continues to inform his approach to client relationships at NFP.

Since joining NFP, Zach has demonstrated a strong commitment to professional growth and excellence. He has earned several notable designations including Certified Financial Fiduciary®, Certified Fund Specialist, and Chartered Retirement Planning Counselor. Zach holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts. These achievements highlight his dedication to mastering the intricacies of financial planning and upholding the highest standards of fiduciary responsibility for his clients.

Currently pursuing a business degree from Indiana University, Zach remains committed to expanding his knowledge and staying abreast of industry trends to better serve his clients and contribute to the growth of Nelson Financial Planning.

Outside of his professional pursuits, Zach enjoys engaging in intellectual challenges such as playing chess, which complements his strategic thinking skills honed through years of public service and financial planning. He also finds enjoyment and relaxation in the exhilarating freedom of motorcycle riding.

As a Certified Financial Fiduciary, Houston creates retirement trail maps that help clients enjoy a carefree lifestyle without worrying about checking the market every day or being exposed to major market losses. He absolutely loves helping people plan for retirement and hearing about their travel plans, home projects and goals. We live by one motto in our office. Keep it simple, keep it safe and retire happy!

Houston has two amazing kids who keep him on his toes. He’s been married for eight years to his wife, who is also his best friend. They love spending quality time with each other and planning their next big adventure! They are both natives of Northeast Indiana and are fortunate to be able to help with various community projects and volunteer at their church. 

Dan is a Senior Wealth Advisor at St. Louis Retirement Advisors with an emphasis on retirement and income planning for individuals and families living in the St. Louis region and across the country.

Dan earned a Bachelor of Science in Business Administration from Washington University Olin Business School in St. Louis. He is a Certified Financial Planner™ practitioner and holds a Chartered Retirement Planning CounselorSM designation.

He is incoming president of the local Financial Planning Association of Greater St. Louis Chapter (2025). Dan is also passionate about his service to his Church and is currently president of the congregation of Peace Lutheran Church. He also serves on the Investment Committee for Green Park Lutheran School, in St Louis.

 Dan is married to his wife, Jill, and together they have four children, Ashley, August, Isaac, and Sydney. Daughter, Sydney, lives at home and attends Westminster Christian Academy as a high school student. Dan enjoys fly fishing, golf, and tennis, as well as cycling and hiking. Both Dan and Jill enjoy spending time in the community and around friends and family. They also enjoy traveling across our great country and seeing the world!

Since 2008, Blake has worked alongside clients, helping them understand the important role that asset protection and income strategies can play in their retirement. He joined his dad in the family-owned firm in 2017.

“I’m a people person and love to hear people’s stories,” Blake says. “One of our biggest strengths as a company is building trusting relationships.”

As a financial professional who can offer insurance products and services, Blake has a business communication degree from the University of Nebraska-Lincoln. As a Certified Financial Fiduciary, Blake has extensive knowledge of the retirement income process from working at a top independent brokerage firm in Boston, where he provided guidance to financial professionals across the country.

In 2014, Seth joined his father’s firm as a financial advisor, primarily focused on investment solutions. As a Certified Financial Fiduciary, Seth enjoys helping people with their investment portfolios. He also helps clients to properly structure their retirement savings to accomplish their long-term goals.

“Many people don’t have a plan for retirement,” Seth says. “I see many people roll the dice with the assets they have worked a lifetime to build and don’t know what to do. We give them the tools, the comprehensive planning and access to skilled professionals in every part of retirement.”

My name is Christopher Holt and I am an Infinite Banking Authorized Practitioner and Co-Founder of Legacy Private Bank, and a proud member of Omega Psi Phi Fraternity Inc.  I’ve been offering financial service products for over 30 years and I specialize in helping business owners and families, create their own banking model so they can take control their financial environment, create more wealth, take less risk and create predictable income.  I am married to Tammie Holt, and we have 2 Children, and 1 Grandchild.

Katrina brings a wealth of experience and expertise to her role in the financial industry since 2010. Before Pacific Capital as a Client Service Coordinator, Katrina worked at UBS Financial Services and Abbot Downing, a boutique firm at Wells Fargo serving Ultra-High-Net-Worth clients. With a background in client service and relationship management, she has a proven track record of delivering exceptional service and building long-lasting client relationships. Katrina is known for her proactive approach to problem-solving and her ability to anticipate and address client needs effectively. She thrives in fast-paced environments where she can leverage her strong communication skills and attention to detail to ensure that clients receive the highest level of support. Katrina is committed to excellence in all aspects of her work and is dedicated to helping clients achieve their financial goals. Katrina lives with her husband and her daughter in Ontario Ranch, CA.