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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.