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.
 

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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.

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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.

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Ulu C. Customer Relations Director

Since 2018, Ulu has been integral in managing the Retirement Solutions “Client Experience.” She plays a key role in welcoming clients and prospective clients into our office and creating positive client experiences. Aside from assisting clients and maintaining our schedules, she is always willing to go the extra mile to help her fellow team members in any way she can.

Ulu has a bachelor’s degree in psychology from Brigham Young University and hopes to one day further her education. She loves spending time with her husband, Phil; being outside; traveling; trying new foods; and dancing hula.

 

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Rob R. 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.

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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.

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Sadie T. Client Relations Director

As an office assistant for Retirement Solutions, Sadie is dedicated to ensuring clients have a positive experience from their first moment of contact with the company. She assists in ensuring the office runs smoothly and that clients’ needs are being fulfilled.

A native of Salem, Oregon, Sadie now lives in Orem, Utah, with her husband, Nate. In her free time, she enjoys reading, cooking and playing board games.

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Karla O. Client Operations Specialist

Karla is passionate about helping people and loves being part of their financial and retirement success journey. She assists clients by preparing for and processing meetings promptly, checking on pending applications, and ensuring clients are kept up to date every step of the way.

Originally from Atlanta, Georgia, Karla now lives in Provo, Utah. Away from the office, she loves painting, specifically landscapes, and spending time reading in her hammock. Even though she misses her Georgia plains, she greatly enjoys running in the beautiful Utah mountains.

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Anna F. Client Relations Specialist

Anna loves being part of a team that helps people and makes a substantial difference in their lives. As a client relations specialist, she is responsible for client account changes, withdrawals and claims, and preparing policies for delivery.

Anna earned her associate degree from Utah State University. Outside of the office, she loves spending time with family and friends and being outside exploring Utah’s beautiful mountains.

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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. She 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 Orem, Utah, with her husband, Connor, and their betta fish, Todo. In her free time, she enjoys sewing, reading, writing, theater, playing games and camping.

Ready to take
The Next Step?


For more information about any of the products and services listed here, schedule a meeting today or register to attend an education event.

Or give us a call at 801.465.6990