Caring. Connected.
Committed to You.
Meet the team dedicated to leading you to financial confidence through unwavering relationships and recommendations.
Meet the team dedicated to leading you to financial confidence through unwavering relationships and recommendations.
At Retirement Solutions, We Look Out for Our Own
Just as our president, Scott Wharton, once told his mom she needed to go back to work — "I'm not her favorite child," Scott now jokes — our entire team is equally committed to being completely real with you. Always.
We believe strong, independent advice begins with compassionate listening and continues with integrity and transparency. Ultimately, our goal is to help you live your very best life — even if that means you still have a bit more work to do.
If you're looking for sincere goodness and honest guidance, we'd love to visit.
KIND. HUMBLE. GRATEFUL. HARDWORKING.

Scott B. Wharton President & Financial Advisor
Scott is the second of five boys and grew up in Utah County. He graduated with his bachelor’s degree in business management from Utah Valley University. Since 2000, Scott has worked in the health insurance and financial services world with the goal of providing independent and innovated financial strategies for retirees and pre-retirees, as well as providing excellent customer service.
Scott is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. Scott has a passion for helping people obtain their retirement goals and provides the most effective retirement options and highest quality of care to each individual client.
Scott and his wife Angie have three great kids: Kylee, Brad and Gage. When not taking care of his clients, Scott loves to spend time with his family doing something outdoors. His hobbies include snowmobiling, mountain biking, camping, riding ATVs and boating.
Meet Your Team

Rob R. CFP®, Financial Advisor

Angie W. Marketing & Events Coordinator

Carrol T. Office Manager

Mackay C. Client Relations Specialist

McCall S. Marketing Coordinator

Jenna S. Client Operations Specialist

Sophia B. Customer Relations Director

Luke P. Client Operations Specialist

Adda R. Office Assistant

Brad W. Bookkeeper

Gage W. Operations Assistant

Pat R. Receptionist

Jocelyn B. Marketing Coordinator

Clare C. Marketing Intern
