Meet Our Partners
NIW
A Simplicity
Company
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Founded in 2000 and based in Plano, Texas, NIW Companies is an industry leader known for its expertise and innovative approach to estate, business, and retirement planning solutions. Specializing in high-net-worth and high-income-earning professionals, NIW Companies offers financial solutions that are high quality, durable, and cost-effective.
At NIW Companies, they understand that value is achieved only when solutions are sustainable in all aspects. This commitment to excellence has enabled NIW Companies to secure over $5 billion in loans and achieve the highest persistency
James Arrington
Director of Communications
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James Arrington is the Director of Communications for OakTreeIA. He oversees the design, build and ongoing maintenance of the website and communication strategies for ongoing promotion. James graduated with a Master’s Degree in Mass Communications from Brigham Young University. With more than 25 years in design, he is able to bring your ideas to life and make them interactive in meaningful ways. James enjoys storytelling in all its many forms, soccer, pickleball, reading, and deep meaningful conversations. He is the father of 6 children and has been married to his wife Shelby for 25 years.
James Arrington has become a valuable asset to my company, offering expertise beyond just communication and website strategies. A highly successful entrepreneur, James is the owner of Pukrufus Companies (plural) and serves as the Chairman of the Board for “Empower Mali,” an organization dedicated to helping citizens and communities achieve self-reliance.
This LINK to his latest book, Fruit, which you can read for free here. I’m confident that once you do, you’ll want a hardcover copy for yourself. Enjoy!
Christopher Finley
Lawyer,
Finley Law Firm
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Christopher J. Finley is an attorney who focuses his law practice on Estate Planning and Business Succession Planning in the Davis County, Utah area. He chose to pursue a career in law after completing undergraduate studies, served as intern clerk to a state court judge in Michigan and a federal district court judge in Utah. Chris passed the bar exam and was admitted to legal practice in 2010. He was selected with the Mountain States Super Lawyers Rising Stars for each year beginning in 2015 through 2020 – a selection based on peer recognition and professional achievement in legal practice – identifying him one of the top-rated attorneys in the nation. Chris dedicates time to volunteer work including currently acting as the Chairman of the Board for a local credit union. He also enjoys adventures with his wife and two children as often as he can.
Nicole Mark
Fractional CMO, SEO, and Internet Marketing Specialist
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Nicole is a Fractional CMO, SEO, and Internet Marketing Specialist dedicated to amplifying brand recognition and generating valuable customer leads for local businesses. With over thirty years of expertise in SEO, PPC, and Internet marketing, she has a proven track record of crafting and executing successful marketing strategies. With a keen eye for web analytics and expertise in web development, project management, and sales operations, she is equipped to drive tangible results for business owners. In her spare time, you will find Nicole enjoying hiking, waterskiing, camping, rock climbing, snow skiing, and traveling with her family.
Kyle Braithwaite
Senior Development Director
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Kyle’s favorite roles and titles are that of husband and father. He has a love of golf and finds solace in outdoor adventures with his family. He channels his intellectual curiosity into board games and furthers this passion as President of a board game getaway/retreat company, Meeple Treks. Kyle extends his community impact through volunteerism with organizations such as the Church of Jesus Christ of Latter-day Saints, Unify America, and the Davis County Chamber of Commerce
Steve Reich
CEO, R Marketing Department
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Steve Reich, a Guerrilla Marketing Master Trainer, Best-Selling Author, and Award-Winning Marketer, brings over 25 years of marketing expertise to his role as CEO of R Marketing Department. Early in his career, Steve served as Vice President for a $2.5 billion retail company, where his innovative marketing strategies led to significant successes. His exceptional work caught the attention of Guerrilla Marketing International, led by Jay and Jeannie Levinson.
Steve co-authored a best-selling book with Jay Conrad Levinson, earning a prestigious Quilly Award. He holds the distinction of receiving the most marketing awards ever granted by the National Grocers Association.
Nate Shaw
tax planning and preparation
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Nate graduated Magna Cum Laude from Weber State University with a Bachelor’s degree in accounting in 2004. He also received a Masters of Professional Accountancy degree, with an emphasis in taxation, from Weber State University in 2005, graduating with Honors.
Nate joined Shaw & Associates, P.C. in 2001 and is currently involved in tax planning and preparation for corporations, limited liability companies and individuals. He also specializes in business consultation, health insurance services, bookkeeping, and QuickBooks computer consulting.
Tanner Merrill
Founder of Evolution Insurance Professionals
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Tanner Merrill is a dedicated professional who brings a wealth of experience and expertise to us. As the founder of Evolution Insurance Professionals, Tanner has been instrumental in shaping the landscape of the insurance industry in northern Utah. His agency, established in 2020, operates with a strong commitment to client education and personalized service, ensuring that individuals understand and feel confident in their insurance decisions.
Tanner’s leadership at Evolution Insurance Professionals has been marked by a cohesive team dynamic, featuring talented members such as Jordan Petersen and Roger Thomas, who have worked together since 2016. The agency’s philosophy is centered on helping clients purchase the right insurance coverage to protect their lives, families, and assets, with a strong focus on preventing post-claim surprises.