|
Tim Christensen
Julie Anderson
Wayne Barben
Ashlyn Cann
Tim Christensen
Partner
801-226-7722 (Office)
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Tim's areas of focus are financial planning, tax and estate planning, insurance planning, investment management and charitable giving strategies. He is a past member of Orem City Council, a past Chair with Commission of Economic Development in Orem, a past board member for the Provo/Orem Chamber of Commerce and a past member of The Planned Giving Advisory Councils for BYU, UVU and the United Way. He received a Master of Accountancy at Brigham Young University in 1983 and is certified as a Personal Financial Specialist (AICPA 2000), an Investment Advisor Representative (2000), Series 65 and 66 (SEC 2000) Health and Life (State of UT 2009), and an Accredited Estate Planner (National Association of Estate Planners & Councils 2010). He is also a member of the Utah Valley Estate Planning Advisory Council, a member of the American Institute of Certified Public Accountants, a member of the Utah Association of Certified Public Accountants and a member of the Utah Association of Certified Public Accountants political action committee. Tim is also a legacy member of the BYU Cougar Club and a member of the BYU Coaches Circle.
Julie Anderson
Manager
801-226-7722 (Office)
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Julie's areas of focus are taxation and investments. She has experience in national and local accounting firms and joined Squire and Company, PC in January of 2004. She is a Certified Public Accountant, an Investment Advisor Representative, and has a MAcc from Brigham Young University as well as a B.S. from Brigham Young University.
Wayne Barben
Manager
801-226-7722 (Office)
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Wayne's areas of focus are tax, pension, retirement planning and retirement plan consulting. Wayne joined Squire and Company, PC in 1997. He is married to Tami and has two children. Tami and Wayne both love the outdoors, sports, good movies and music. He has a MAcc from Utah State University, is a Certified Public Accountant, a Personal Finance Specialist, and an Investment Advisor Representative.
Ashlyn Cann
Administrative Assistant
801-226-7720 (Office)
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Ashlyn's area of focus is Account Administration with Squire Wealth Advisors. She has a B.S. in Business Management from the Marriott School of Management at Brigham Young University.
|