Advanced Retirement Strategies

Meet the Team

Russ Hodgson, CFP®

President & Managing Principal, Private Wealth Advisor

Joe Pond, CFP®

Investment Portfolio Strategist, Private Wealth Advisor

Wendi Lyn Jensen

Executive Director, Client Services Manager

Mike Gibbs, LUTF

Medicare and Health Specialist, Private Wealth Advisor

Justin Strunk, RICP®

Financial Advisor

Jim Winokur, RFC

Financial Advisor

Jeff Johnson, CFP®

Financial Advisor

Teresa Call

Client Support Specialist

Strategic Partners

Kurt Brown

Chief Investment Officer - TownSquare Capital

Curtis Rasmussen, CPA

Advanced Tax Planning - Rasmussen & Associates, PC

Douglas Fadel

Legal Counsel - The Fadel Law Firm

Christian McMullin

Real Estate Specialist - McMullin Development

Institutional Partners

Book a free consultation with one of our experts

Discover the difference of working with an Advanced Retirement Strategies expert in a no-pressure, investigatory meeting. Meet how you want, when you want, whether in-person, over zoom, or on the phone.

    If you're looking for a fiduciary financial advisor planner, we help you prepare to retire, create a retirement income plan, and manage your investments. We regularly assist clients with decisions around required minimum distributions (RMDs), tax planning, pensions, investments, 401(k)s, 403(b)s, 457s, annuities, and insurance.


    563 West 500 South #420
    Bountiful, UT 84010

    (385) 249-5652


    This training is for you If you haven’t yet turned on Social Security and you’re looking for answers on how it works, when to turn it on, and how to maximize your benefit

    Fill in your name and email below and get immediate access to our Social Security retirement training.