Decker Retirement Planning Inc.

Chad Poulson is a CFP® with four years of industry experience, currently serving as an advisor at Decker Retirement Planning Inc. in Lehi, UT. His prior roles include positions at Andina Capital Management, Andina Advisors, and Core Capital Wealth Management. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and offers a range of portfolios incorporating ETFs, mutual funds, individual securities, and alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Clayton Bradshaw is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential with nine years of industry experience. He worked at Craig Swapp & Associates for seven years before joining Decker Retirement Planning in 2017. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across various portfolios and incorporates alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously spent one year at Leap Innovations. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs quantitative, computer-driven investment models across various portfolio strategies and may utilize third-party managers and alternative investment approaches.

Marcus Knauss is a financial advisor at Decker Retirement Planning Inc. in Bellevue, WA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Joslin Capital Advisors, LLC, Independent Financial Group LLC, and Comprehensive Wealth Management. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across a range of portfolio types and employs alternative strategies such as cryptocurrency ETFs and direct indexing.

Arrin Wray is a Series 65-licensed financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, where he has worked for a total of nine years since 2014. Prior to joining Decker Retirement Planning, he was employed at TEKSystems for three years. Outside of his advisory role, he co-owns and assists with operations at an F45 Training gym in Sandy, UT. Decker Retirement Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven investment models and a variety of securities across multiple portfolio strategies, offering personalized retirement and financial planning alongside discretionary investment management.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, where he has worked for the past 10 years. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at The Retirement Solution LLC and Pacific West Financial Consultants Inc. Mr. Decker devotes a significant portion of his time to insurance sales and services conducted through his firm. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management, to a diverse client base including individuals, pension plans, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and a range of strategies, including alternative investments, supported by a multi-office structure and periodic client communications.

Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding the Series 66 designation with 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Alpha Wealth Management and Planning LLC, LPL Financial, U.S. Bancorp Advisors, U.S. Bancorp Investments, Cetera, and UBS Financial Services. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm utilizes quantitative, computer-driven models and a variety of investment vehicles, including ETFs, mutual funds, and individual securities, often employing third-party managers and alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Scott Boyce is a financial advisor with Decker Retirement Planning Inc. in Lehi, Utah. He holds the Series 65 designation and has eight years of industry experience, all with Decker Retirement Planning. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm employs quantitative, computer-driven investment models and a variety of investment vehicles across multiple portfolio strategies, and operates a multi-office team structure.

Bradley Geddes is a CFP® and Series 65-licensed advisor with eight years of industry experience. He is currently affiliated with Decker Retirement Planning Inc. and has prior work experience at Lending Club. Outside of advising, he is the co-founder and CFO of Join IT, Inc., a membership management software company. Decker Retirement Planning offers personalized retirement and financial planning as well as discretionary investment management for individuals, trusts, pension plans, and other entities. The firm employs quantitative, computer-driven investment models and utilizes a range of securities and alternative strategies across multiple portfolio types.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and Centaurus Financial. Decker Retirement Planning provides personalized retirement and financial planning services, along with discretionary investment management, to individuals, trusts, estates, and various business entities. The firm uses quantitative, computer-driven investment models across multiple portfolio types and employs a multi-office team structure.