Beacon Financial Planning, LLC

E. Grange is a financial advisor at Beacon Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2002. In addition to his advisory role, Grange is a tenured assistant professor at Utah State University’s School of Accountancy, where he teaches taxation, financial planning, retirement planning, and estate planning. He also serves as chair of the board of directors for the USU Community Credit Union. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

Mark Weaver is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Strada Tax and Consulting and Seedstone, Inc. His activities include providing tax advice and consulting. Beacon Financial Planning, LLC offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, serving both individual and high-net-worth clients through a modest team of five advisors.

Nathan Salisbury is a Series 65-licensed financial advisor with ten years of industry experience, currently serving at Beacon Financial Planning, LLC since 2016. Prior to his advisory role, he worked briefly in the automotive industry and was involved with Aloha Ski & Snowboard Rental for two years. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to a range of clients including individuals, pension plans, trusts, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering and global diversification, typically utilizing no-load mutual funds and ETFs.

Jeffrey Salisbury is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Beacon Financial Planning, LLC since 2004. Outside of his advisory role, Salisbury serves on the Logan Transit Board and is active in the Rotary Club and the Estate Planning Council of Northern Utah. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach emphasizing strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

Jon Shaffer is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Beacon since 2011. Outside of financial advising, he has been involved with Out of the Woods Custom Cabinetry since 2015. Beacon Financial Planning, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, primarily using no-load mutual funds and ETFs.