Meet the professionals who can help you Pursue Your Goals
Meet the Team
The team behind Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
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.
Angie W. Marketing & Events Coordinator
Angie has been working alongside her husband, Scott, since 2002. She is a licensed accident, health and life insurance agent and is committed to providing outstanding customer service. Her primary role is to manage and set up events, create newsletters and radio shows, and help with marketing from conception to completion. She enjoys thinking of ways to involve our clients and help make them feel special.
In her spare time, Angie loves spending time with her family and friends, going to concerts, watching movies, camping, playing card games and biking.
Rob R., CFP® Financial Advisor
Rob became a retirement planner to pursue his passion for helping people as they face big financial decisions. He joined Retirement Solutions in 2021, where he works closely with Scott to help clients understand their retirement investment options, keep their accounts up-to-date and to make the retirement process as smooth as possible for each person.
Rob graduated from Utah Valley University with a bachelor’s degree in personal financial planning. He has earned his FINRA Series 7, 63 and 65 securities licenses in Utah and is on track to earn the Certified Financial Planner designation.
Outside of the office, Rob loves spending time with family, being outdoors and playing sports.
Carrol T. Office Manager
Carrol has a knack for improving operations and streamlining systems, providing the highest levels of customer service. Wanting to learn more about the financial services industry after graduating from Utah Valley University with a Bachelor of Science in business management, she jumped at the opportunity to join Retirement Solutions. She loves being part of a cohesive team and thrives in an environment with an open-door policy. Helping people is what brings her the most satisfaction.
Carrol was born into a large family in Southern Utah. She and her husband, Gunner, have a son, Oliver. They’ve recently moved to Orem, Utah, where Carrol loves snowboarding, reading and simply enjoying quality time with her family.
McCall S. Marketing Coordinator
Always eager to learn and innovate in her role as marketing coordinator, McCall shines at devising new campaigns and refining existing strategies to help Retirement Solutions reach more families.
McCall joined Retirement Solutions in 2023 with a background in sales and social media marketing. Her responsibilities include building robust social media strategies, planning effective marketing campaigns and collaborating with teammates. McCall earned an associate degree from Salt Lake Community College and is on track to graduate from Utah Valley University in May 2024 with a bachelor's degree in marketing. She was drawn to Retirement Solutions by the opportunity to start work alongside a small, tight-knit team.
The oldest of five children, McCall grew up in South Jordan, Utah, and currently lives in Utah County with her husband, Ethan. Outside of the office, McCall stays active — running, swimming and paddleboarding are just a few of her favorite hobbies.
Mackay C. Client Relations Specialist
Mackay is dedicated to ensuring that clients have an outstanding experience when they work with Retirement Solutions. He serves clients in various ways, including making sure withdrawals and contributions are processed quickly and accurately, handling Roth conversions and preparing policies for clients.
Mackay studied education and has extensive experience in customer service. He loves spending time with his wife and two children, and the family can often be found camping, hiking or making music together.
Kaylee H. Client Operations Specialist
Kaylee loves helping people. She is great at understanding clients’ needs and providing the best solutions. She helps with meeting preparations and follow-ups, makes sure pending applications are on track and keeps clients informed throughout the process.
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Kaylee graduated with a bachelor’s degree from Western Michigan University and lives in Orem, Utah, with her husband, Erik, and their two cats, Babou and Toulouse. In her free time, she loves reading fantasy and romance novels, hiking and helping out on the occasional archaeological dig.
Jenna S. Client Operations Specialist
As a member of the Retirement Solutions team, Jenna is committed to providing clients with the highest levels of customer service. Certified with her Health and Life Insurance License, Jenna assists with filling out applications and maintaining an open line of communication to update clients on the status of their accounts.
Jenna graduated from Utah Valley University and currently lives in Spanish Fork, Utah, with her husband, Connor, and their snake Bruce. In her free time, she enjoys going on quilting retreats with her mom and grandma, watching movies, playing games, and writing.
Sophia B. Customer Relations Director
A desire to help people navigate their financial future with confidence is what drew Sophia Blake to Retirement Solutions, where her efforts help ensure clients receive the care and attention they deserve.
Sophia’s professional journey has been diverse, giving her a unique perspective in her current role. As the Customer Relations Director at Retirement Solutions, she finds satisfaction in serving others. Her responsibilities include overseeing gift-giving, card writing and other gestures that help clients know they’re top-of-mind. Currently attending Brigham Young University-Idaho, Sophia is on track to graduate in December 2024 with a degree in public health. She also plans to further her education at the University of Utah for her sonography certification.
Sophia resides in Spanish Fork, Utah, with her husband, Austin, and their Aussiedoodle, Rovee. The second oldest of six siblings, Sophia’s family gatherings are always lively, especially with her two adorable nephews around. When she’s not working or studying, Sophia enjoys spending time with her husband and dog, camping, creating digital art and expressing herself through watercolor painting.
Luke P. Operations Assistant
Luke’s skills and team contributions lie in meticulously preparing policy folders for our clients – a task he approaches with care and precision. Having prepared over a hundred of these essential documents, he has honed his ability to create detailed, client-focused materials that serve as a valuable resource in their financial planning process.
Beyond his professional pursuits in accounting and investment, Luke lives in Spanish Fork, Utah, where his love for movies, video games, and outdoor sports keeps him energized and engaged with life outside of work. One of Luke’s most cherished hobbies is stargazing, a pastime that offers him a sense of connection and home, no matter where he finds himself.
Adda R. Office Assistant
After serving an 18-month mission for The Church of Jesus Christ of Latter Day Saints, Adda was looking for a new challenge and was happy to join the team at Retirement Solutions, where she helps ensure the office runs smoothly. She enjoys lending a helping hand to anyone in need and creating a positive atmosphere.
Adda is a native of Payson, Utah. In her free time, she loves hanging out with friends and family, reading, playing tennis, watching movies, listening to music and reading.
Brad W. Client Relations Assistant
Brad was inspired to get into this industry by his father. Seeing how important this work is up close made him decide this is the line of work for him. He loves that he can work alongside his family while simultaneously helping people. He is driven by a desire to see people achieve their dream retirement.
Brad earned his bachelor’s degree in accounting from Utah Tech. He loves spending time outdoors biking, camping and going on family hunting trips.
Gage W. Client Operations Assistant
Despite being a teenager, Gage is already sure the financial industry is his calling. He has spent his life seeing how this industry can positively affect people through the eyes of his father, Scott. His organizational skills make him an ideal fit to make sure everything is in order so everyone at Retirement Solutions can maximize client satisfaction.
Gage lives an active lifestyle. He enjoys working out, fishing, hiking and spending time with his dog, Penny, and cat, Marshmallow. He also likes spending time in the kitchen cooking and baking.
Pat R.
After retiring from a 36-year teaching career, Pat knew she wanted to stay active and continue working in an industry that serves people. At Retirement Solutions, she helps keep everything organized and ensures clients feel welcome. As a recent retiree herself, she can relate to many of our clients on a personal level. In addition to her role in the firm, Pat also trusts and utilizes our services as a client. Her dual perspective enriches her contributions and enhances our ability to connect with those we serve.
Pat has two sons, Austin and Brett. She spends her free time outdoors and enjoys riding her bike, working in the yard and playing golf.
jocelyn b. Marketing Coordinator
Jocelyn’s creative mind and love of marketing strategy make her a perfect fit for her position with Retirement Solutions. Her talents help drive the firm forward, both in growing our client base and better serving our current clients. Her skills in social media marketing are particularly valuable in teaching younger generations the importance of starting to build their retirement savings early.
Jocelyn lives in Provo, Utah, where she enjoys working out and playing pickleball and volleyball. She also spends time on the lake, painting, hiking and reading comic books.
clare c. Marketing Assistant
Clare’s interest in the financial industry stems from a desire to see her creativity used in a positive way. She loves seeing her work impact people’s lives and enjoys being part of an industry that helps people. She is happy when she can see her work make a tangible difference, and she takes pride in her consistency and willingness to continue growing.
Clare loves the outdoors. She spends her free time with family and friends, either skiing down a mountain or climbing up one. She is set to graduate with a marketing degree in 2026.
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