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-New

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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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.

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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.

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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.

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Sadie T. Marketing Assistant

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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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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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, she came to Utah to attend Brigham Young University and graduated with her Public Health degree in 2022. She now lives in Orem, UT with her husband, Clayton. In her free time, she enjoys spending time outside such as running, painting, and reading in her hammock.

Janne-New

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.

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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.

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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.

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Tanner W. Marketing Assistant

Since joining Retirement Solutions in 2023, Tanner has committed to thorough, reliable account service, ensuring every client gets the best care in the processing of all forms and materials. He aims to make the retirement planning process engaging at every visit, encouraging people to “make it fun” as they plan out and live their retirement. Simply put, he loves being able to help people enjoy retirement.

Tanner studied entrepreneurial management at BYU and has diverse work experience, which makes him an empathetic and skilled customer service ally for our clients. Originally from Las Vegas and now living in Provo with his wife Brilynn, Tanner’s life is full of guitar music, reading business books, and cooking.

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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