Get to know my dedicated team

Whether you're an existing or prospective client, or looking for a new career opportunity, my team is here to help. 

Photo of Financial Advisor Gavin James Tremea

Gavin James Tremea

CFP®

Financial Advisor

Gavin grew up in Syracuse, Utah and now resides in Logan where he graduated from Utah State University with a bachelor’s in finance and emphasis in financial planning. Gavin has been with Northwestern Mutual since January 2021 and joined Eric's team in 2024. As a Certified Financial Planner®, he firmly believes everyone deserves access to fiduciary-level advice and a financial plan. When Gavin isn't passionately working with clients to achieve their goals, he can be found playing a heated pickleball match or enjoying a good laugh with his friends and family.

Photo of Director of Client Operations Charity Jones

Charity Jones

Director of Client Operations

Charity is a Wyoming native who loves all things nature and sports. She graduated from Utah State University in 2019. Her and her cache valley native husband, Tanner, were married in 2022 and they welcomed their first son in 2024. She works with clients to help build and implement personalized financial plans. She also helps set up and manage investment accounts as well as ongoing client communication. 

Photo of Office Manager Candace Smith

Candace Smith

Office Manager

Candace recently joined our team in March 2022 from Laguna Beach, California. She has traveled all over the world, lived in Italy and most of the Western United States. Candace graduated from UVU with a major in sculpting and ceramics and a minor in business. When Candace isn’t working, you’ll find her adventuring all over with family and/or friends, serving in her community through her church, talking tech, and enjoying creative outlets.

Photo of Client Relations and Events Lauren Gilson

Lauren Gilson

Client Relations and Events

Lauren was born and raised in Walnut Creek, California before she made her way out to Utah for college. She attended BYU where she received her bachelor’s in Exercise & Wellness followed by SUU where she received her master’s in Sports Conditioning. She has been with Northwestern Mutual since October 2021 but recently joined Eric’s team in May 2024. When she’s not at work, you’ll find her and her husband playing golf, watching sports, or outside on a walk.

Get to know my dedicated network of specialists

No matter your needs, we have access to a network of specialists that can help. We partner with advisors specializing in everything from group benefits to estate planning to make sure you're getting an individualized experience.

Photo of Wealth Management Advisor Gardner Brown

Gardner Brown

Wealth Management Advisor

Photo of Financial Representative Jeffrey Gelder Lewis

Jeffrey Gelder Lewis

CLU®, ChFC®

Financial Representative

Photo of Wealth Management Advisor Ron Hunt

Ron Hunt

Wealth Management Advisor

Photo of Wealth Management Advisor Sean Westover

Sean Westover

CLU®, CFP®, ChFC®

Wealth Management Advisor

Photo of Founder & Wealth Management Advisor Todd Francis Johnson

Todd Francis Johnson

J.D.

Founder & Wealth Management Advisor

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.
Photo of Wealth Management Advisor Zach Burton

Zach Burton

Wealth Management Advisor

For over 10 years now, I have been helping clients create long lasting, comprehensive financial plans. Working closely with business owners and physicians in the past, I have developed the resources needed to manage wealth while mitigating risk and applying tax-efficient strategies. My team and I strive to create long lasting relationships with our clients while we navigate your financial security together.