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Dan Smith

Headquarted in West Jordan, Utah, Jordan River Insurance is a multi-lines independent insurance agency. We offer auto, home, life, health, & business insurance coverage. Our aim is to deliver you unparalleled service with uncompromising integrity at competitive prices.


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Curtis G. Marsh

As the youngest financial consultant ever hired by Shearson-Lehman Brothers, Curtis won the Rookie of the Year Award. From there, he's built on his rookie success working in investment management, estate planning and insurance. He's conducted more than 1,000 corporate seminars for major corporations, and he's responsible for successfully building the Janus Advisor Funds and distribution worldwide.

Curtis has built a 30-year career on relationships. His experience covers a wide range of the financial industry, but what he really values are the people he's met along the way. The people Curtis does business with are more than clients, they become family.

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Lamar Breshears

Lamar Breshears is the Vice President for Harding Financial Partners. Harding Financial Partners is a full service wealth management organization dedicated to assisting successful dentists, physicians and business owners in developing comprehensive solutions to decisions regarding their wealth. Mr. Breshears and his team of specialists help clients in the areas of estate, business succession, retirement, risk management, tax strategies, and investment planning. Lamar and his team customize their planning to each of his clients’ specific needs, goals, and visions. Lamar and his team work with their client’s existing advisors (CPAs, Attorneys, etc.) to create a coordinated effort to optimize the client’s financial picture.


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Our Values in Action: P.I.E.

We light the way to your success through strict adherence to our core values which we call P.I.E.
Personal touch, Integrity rich, Experience-based solutions.

Personal Touch
The first thing most advisors notice when talking with Beacon is how little we talk about ourselves. Our genuine interest is in your practice, the needs of your clients and what success means to you. We’re dedicated to providing a personal touch.

Integrity Rich
Not only do we strive to do the right thing when someone is watching, we also do the right thing when no one is watching. We’re straight forward and honest. Integrity is the key our success.

Experience-based Solutions
Beacon has over 125 years of combined experience. Our team has worked in various facets of the financial services industry and we deliver this experience to you in the solutions we offer.

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Peter Jeppson

Powerfully impacted at age 19 by a serious car accident, Peter Jeppson knows first-hand the crushing burden of the financial problems facing most people today. After Peter was terribly burned in this auto accident, he spent several months in St. Luke Hospital’s ICU in Boise, Idaho before being referred to specialists in Salt Lake City to graft back he eyelids, nose, lips and ear.

As a young college student, Peter didn’t feel a need to have health insurance, so the amount of money he owed to the doctors and hospital skyrocketed. Peter was forced to study and learn money management principles in order to pay off all the medical bills. This successful experience inspired Peter to Co-Author Money Mastery, a principled centered money management system: Control Spending, Eliminate Debt and Maximize Retirement income. This training is used in many Utah School Districts to teach high school students how to manage their money.

Today Peter is a Master Coach for Dave Ramsey, a Retirement Specialist for Federal Employee Advocates and has been an adjunct faculty member for several colleges.

Motivational Speaker & Educator

Peter has been inspiring people as a nationally recognized motivational speaker, author and financial mentor for over 45 years. He has lectured to over a million people in well over 10,000 speaking engagements on how to handle personal finances so money problems. The goal is to help people create a money management system so they don’t disrupt their family life, rather strengthens the relationships at home.

Author

Peter is the co-author of the book, Money: What Financial Experts Will Never Tell You; and of the four-book series How to Spend Your Way to Financial Success; and the Money Mastery Personal Financial Management System; and The Peter Jeppson Story motivational audio program,

Background

Peter has a B. S. degree majoring in Finance from the University of Utah. He specializes in retirement Planning, using fixed guaranteed insurance products. Peter was elected by his peers in 1985 to serve for eight years on the Board and then as President of the local Chapter of the National Association of Insurance and Financial Advisors. Peter also served the nation for seven years as the National Chairman for the Institute for Fire and Burn Education, teaching grade school children how to prevent getting burned by “stop, drop and roll”. Peter’s love for young people motivated him to serve as a volunteer in the Boy Scouts of America for over 40 years at every level of leadership, from a Scout Troop, to an Varsity Team, to a Post Adviser, as a District and as Council Commissioner.