Meet Our Team and Partners

Jim Barlow


In 1983, at the age of 32, I embarked on a fulfilling journey in the investment advisory business. For the next 35 years, I dedicated myself to this profession, establishing and nurturing Jim Barlow Advisors, which has now evolved into Plan 4 Wealth. When the time came for me to consider retirement, I made the decision to pass the torch to my son-in-law, Scott Cheshire, and Darin Arnell. I wholeheartedly endorse their expertise and can attest that they continue to manage a significant portion of my personal investments.


A Simplicity Company

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

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.

Christopher Finley

Lawyer, Finley Law Firm

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

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.

Tanner Merrill

Founder of Evolution Insurance Professionals

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.