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Team

At Transamerica Financial Advisors, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Rich Cunningham

Investment Advisor Representative / Branch Manager

(801)209-7966

Licenses Held: Life & Health, Series 6, Series 26, Series 63, Series 65 I have made it my goal for the last 30 years to sit knee cap to knee cap with families in their homes to explain the financial concepts that have changed my life.

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Paul Paxton

Investment Advisor Representative / Branch Manager

(801) 592-0057

Licenses Held: Life & Health, Series 6, Series 26, Series 63, Series 65 Every day I run into people from all walks of life that are looking to get somewhere. If I ask where they're going or what their financial future looks like many...

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Licenses Held: Life & Health, Series 6, Series 63, Series 65 “I believe that giving people a financial education is the first and most important step to gaining financial independence” Draper Office

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I have the insurance license, Health, 6, 63, 65 I love helping people! This is why I do what I do. I love to sit down with a family that has no idea what to do to set up their financial needs. Helping them get a plan and set it up into...

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Licenses Held: Life / Health / P&C, Series 6, Series 63, Series 65 I live to help others. I am a investment advisor representative to help families plan and prepare for their financial futures. Knowing my clients are preparing for a...

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Mackae Potter

Investment Advisor Representative / Branch Office Manager

(801) 546-5480

Investment Advisor Representative, Life/Health, Series 6, Series 26, Series 63, Series 65 Mackae Potter, LUTCF, is a 19-year veteran of the financial industry of which 17 have been spent recruiting and developing individual...

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Bob Olah

Investment Advisor Representative / Branch Office Supervisor

Licenses Held: Life/Health, Series 6, Series 26, Series 63, Series 65 My goal is to try to help people to understand simple financial concepts, and vehicles so they can make informed decisions when it comes to their finances.

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Tonya White

Investment Advisor Representative

(925) 250-0058

(888) 313-3056

Licenses Held: Life & Health, Series 6, Series 63, Series 65 I help middle-income families by providing education, tools, and resources so they can be better equipped and empowered to make sound financial decisions as they venture...

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I love helping people plan for their financial future. Giving them the confidence in knowing they have a plan in place.

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