Orem, UT South Orem Blvd. Office

Tarl Reynoso is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He is co-owner and instructor at Fat Snake Jiu Jitsu, a martial arts school where he teaches self-defense classes and manages digital advertising. Additionally, he is involved with Inheritguard, LLC, providing professional services related to estate planning. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and third-party money manager access, operating as both a registered broker-dealer and registered investment advisor.

Steven Kingrey is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group, Inc. Since 2025, he has also worked as a CrossFit coach and trainer at Rock Canyon CrossFit. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Marshall Nielson is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His background includes roles in direct sales and property management, including leadership in door-to-door sales for home improvement projects and sports equipment sales. He co-owns a property management business as well. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a mix of proprietary and third-party investment models with discretionary and non-discretionary options, managing over $2 billion in assets as of the end of 2025.

Chuk Che is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at Fidelity Brokerage Services, Morgan Stanley, and other financial and service companies. Outside of advisory work, he has been involved in entrepreneurial ventures such as Chuk's Kitchen and other business activities. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Willard Scott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group dating back to 2001. Outside of his advisory work, Scott operates Elite Mobile Grooming, a business renting a heated grooming trailer for show horses, and serves as a trophy big game hunting and fishing guide through Hightop Outfitters. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

Gary Davis is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having eight years of industry experience. His career includes roles at UpKeep LLC, LSPN Pro, LLC, WealthWave, and leadership positions in Impact Leadership Development, LLC, and The Impact Group Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a combination of proprietary and third-party investment models to meet various client needs.

Logan Reid Reynoso is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing seven years of industry experience. His background includes roles at Weightless Financial and various entrepreneurial ventures such as ReidReynoso Enterprises LLC and LSPN Pro, LLC. He is also involved in mortgage lending through Innovative Mortgage Alliance and participates in business networking with Business Network International. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated product distributions.