Blue Barn Wealth

Leland Mc Cullough is a CFP® with four years of industry experience, currently serving at Blue Barn Wealth. He has previously worked at Fabian VanCott and several other firms. In addition to his financial advisory role, he is also an attorney with The McCullough Group. Blue Barn Wealth provides comprehensive wealth management to individual and high-net-worth households, offering tiered service levels that include financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and utilizes third-party sub-advisors and platforms to manage client assets.

Scott Garbutt is a CFP® professional with 47 years of experience in the financial services industry. He is currently affiliated with Blue Barn Wealth, a team-based firm, and has held roles at Strategis Financial Group and First Western Advisors. Garbutt also manages Garbutt Family Investments, L.L.C. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management, offering tiered service levels that include financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, with an emphasis on diversification, tax efficiency, and periodic rebalancing.

Siria Terry is a financial advisor at Blue Barn Wealth with two years of industry experience. She holds a Series 65 credential and has worked at Blue Barn Wealth since 2023, following a prior role at Pandowealth. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management, including financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm uses a long-term, buy-and-hold investment approach focused on diversification, tax efficiency, and periodic rebalancing, often implementing discretionary authority under written investment policy statements.

Jeffrey Brimhall is a CFP® and CFA® with 14 years of experience in the financial advisory industry. He is currently with Blue Barn Wealth, where he has worked since 2016, and is also the owner and manager of Force For Good Financial, LLC. Prior to his current roles, he spent five years at Soltis Investment Advisors, LLC. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management services, utilizing a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and broad diversification. The firm offers tiered service levels and incorporates sub-advisors and alternative investments to meet client needs.

Karsten Walker is a financial advisor at Blue Barn Wealth with a Series 65 credential and one year of industry experience. He previously worked at First Financial Advisors, LC, and has been involved with The Utah Jump$tart Coalition as a board member. Outside of financial advising, he is a partner in TCI Security and Monitoring, LLC, and owns Walker Enterprises, LLC. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management, offering tiered service levels that include financial planning, portfolio management, and business advisory services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broad diversification, tax efficiency, and periodic rebalancing.

Mark Sumsion is a financial advisor at Blue Barn Wealth with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Western Advisors and Strategis Financial Group. Outside of advising, he is the owner and manager of Jigzy Enterprises, LLC, a business involved in apartment management. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management, offering tiered service levels that combine financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax efficiency, and periodic rebalancing, often utilizing third-party sub-advisors and discretionary management.

Nathan Mirizzi is a financial advisor at Blue Barn Wealth with Series 65 registration and one year of industry experience. His prior work includes roles at Burrus Financial Services, Moss Adams, and Cal Poly Agriculture Operations. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management services, offering tiered service levels and portfolios constructed using Modern Portfolio Theory with a long-term, buy-and-hold approach focused on diversification and tax efficiency.

Justin Ericksen is a CFP® with three years of industry experience, currently serving as a financial advisor at Blue Barn Wealth. His prior roles include work with Missionary Mall, Utah Valley University’s GEAR UP program, and the North Sanpete School District. Blue Barn Wealth provides comprehensive wealth management to individual and high-net-worth households, offering tiered service levels that integrate financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broad diversification, tax efficiency, and periodic rebalancing.