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Mary C

Series 65

Lehi, UT

Brighter Retirement Advisors LLC

Mary Carbine is a financial advisor at Brighter Retirement Advisors LLC in Lehi, UT, with four years of industry experience. She holds the Series 65 designation and previously worked at Brighter Wealth and CakeFu LLC. She is also an independent insurance agent, offering life and annuity products as part of comprehensive retirement plans. Brighter Retirement Advisors LLC provides financial planning and discretionary portfolio management primarily to individual clients and retirement-plan participants, offering supplemental services such as tax consulting, estate-planning guidance, and Medicare consulting. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, charting, and cyclical analysis with a long-term investment orientation.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Charitable giving tax strategies Tax strategies for small businesses
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Devin P

Series 65

Lehi, UT

Brighter Retirement Advisors LLC

Devin Peterson is a financial advisor at Brighter Retirement Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Wealth Advisors, Brighter Wealth Advisors, Allegis Investment Advisors, and Precoa LLC. Devin is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations with comprehensive financial planning and portfolio management. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and offers supplemental services such as tax consulting, estate-document facilitation, and Medicare consulting.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Charitable giving tax strategies Tax strategies for small businesses
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