South Jordan, UT Office

Susan King is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her work history includes roles at Transamerica Financial Advisors since 2012, World Financial Group since 2006, and more recently at Prestige Benefits and Insurance and Plexus Worldwide. Outside of advising, she is involved as an ambassador for Plexus Worldwide, a nutritional products distributor. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its advisory services.

David Hansen is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and 23 years of industry experience. His career includes 24 years with Farmers Financial Solutions and Farmers Insurance Group before joining Transamerica Financial Advisors and WFGIA in 2026. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

Steven Stockdale is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has a background that includes self-employment and roles at WFG and MMSMGD. Outside of his advisory work, he occasionally works as a ski instructor and handyman. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through a large advisor network and multiple program platforms.

Tyson Peterson is a financial advisor with Transamerica Financial Advisors in South Jordan, Utah, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and manages Managed Wealth Financial. Outside of his advisory work, he owns and operates Mastery LLC dba Truknow, an online mentoring and training platform focused on relationship building. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 designation and has worked in roles at Brigham Young University, WFGIA, and the Utah Glass Association. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Bart Place is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has prior experience working at Texas Instruments and Micron Technology. Outside of his advisory role, he is involved with The Sweet Place LLC, a business he has been associated with since 2021. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Stephen Kovalscik III is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at Managed Wealth Financial, Transamerica Financial Advisors, the Defense Contract Management Agency, and World Financial Group. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily relies on model portfolios and third-party managers, with execution authority often delegated to platform providers such as Betterment, Fidelity, and Goldman Sachs.

Tiffany Morgan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked with Managed Wealth Financial since 2018 and has been affiliated with Transamerica Financial Advisors and Perpetual Legacy Financial LLC since 2012. Outside of advisory work, she is involved in sales of insurance and non-insurance products related to her firm affiliations. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Devon Widdison is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Transamerica since 2012 and has held roles at WealthWave and DebtMerica. Outside of finance, he operates Silver Reflections Photography, a part-time photography business he has run since 2004. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple platform programs. The firm’s advisory approach primarily uses model portfolios and third-party managers while offering a range of investment and retirement services.

Dalton Place is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at several firms, including Pack Tax and NIAX, and is the owner of The Sweet Place LLC, which operates two co-branded franchise food service locations in Utah. Dalton participates in a networking referral group that meets regularly for business and community activities. Transamerica Financial Advisors serves a broad client base ranging from individual investors to large institutional clients, offering a variety of advisory and brokerage services including proprietary and third-party managed model portfolios with both discretionary and non-discretionary options.

John Bingham is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the author of the book "Starting Over Starting Late or Both," which has been available since 2019. His work history includes roles at Transamerica Financial Advisors, WealthWave, Managed Wealth Financial, and World Financial Group since 2020. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Richard Phillips is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having seven years of industry experience. His career includes positions at WealthWave, Managed Wealth Financial, World Financial Group, and WFG Direct since 2018. Outside of financial advising, he has worked in aerospace manufacturing since 1982 with PCC Aerostructures Klune-Spanish Fork, specializing in CNC programming and aerospace part production. Transamerica Financial Advisors serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Aaron Haaga is a financial advisor with Transamerica Financial Advisors in South Jordan, UT. He holds a Series 66 designation and has one year of industry experience. Outside of advisory work, he is involved in real estate development and management through several business ventures, including ownership and operational roles in construction, subdivision development, and real estate sales. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary model portfolios and third-party money managers, with both discretionary and non-discretionary program options.

Jordan Hatanaka is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 registrations and nine years of industry experience. He has held roles at Transamerica Financial Advisors since 2015, with prior involvement in insurance sales and bookkeeping for businesses including Crystal Tones LLC and 2 A4 Life. Outside of his advisory work, he serves as a controller at Crystal Tones LLC, a manufacturing company. Transamerica Financial Advisors serves a broad client base including individual investors, high-net-worth clients, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, employing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Alan Wilde is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His work history includes roles at Megasphere, Business Network International, Inovashare Benefits LLC, Awesome Benefit Advisors, Managed Wealth Financial, and WFGIA. He participates in business networking groups such as Business Network International and Megasphere. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.