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When Can I Retire?


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Strategy

These three simple words serve as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.



To read more about our approach to planning, download our brochure.

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Our Services

Others talk of a comprehensive approach.

We embody it.

Squire Wealth Advisors is uniquely positioned to serve business owners and retirees. We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.



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Getting to Know

Squire Wealth Advisors

Wayne Barben Photo

Wayne Barben

Partner, Wealth Management Department
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 Wayne Barben

Wayne Barben

PARTNER, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: WAYNEB@SQUIRE.COM


Areas of Focus:

  • Tax and Pension
  • Retirement Planning

Profile:

  • Joined Squire & Company, PC in 1997
  • Advisor with Squire Wealth Advisors
  • Experience setting up and administering 401(k), SEP, profit sharing and defined benefit plans
  • Enjoys helping people implement an evidence-based strategy for their investment portfolio
  • Affiliated with other professionals for insurance and estate planning needs
  • Married to Tami, 3 children
  • Tami and Wayne both love the outdoors, sports, good movies and music

Education and Certifications:

  • MACC, Utah State University
  • Certified Public Accountant
  • Personal Financial Specialist

Affiliations:

  • Utah Valley Estate Planning Council
  • Utah Valley University Foundation
  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Nathan Larsen Photo

Nathan Larsen

Partner, Wealth Management Department
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Nathan Larsen

Nathan Larsen

Partner, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: NATHANL@SQUIRE.COM


Areas of Focus:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Compliance
  • Pension Assurance Services

Industry Specialties:

  • Non-profit Organizations
  • Mining & Energy
  • Oil & Gas
  • Insurance Agents

Profile:

  • Joined Squire & Company, PC in 2008
  • Enjoys helping clients with complex tax planning and compliance
  • Nathan is passionate about investment management and helps clients implement evidence-based investing
  • Has experience with Corporations, Partnerships, multi-state tax compliance and international tax reporting

Education and Certifications:

  • Bachelors of Science in Accounting, Utah Valley University 2008
  • Masters of Business Administrative, Utah State University 2013
  • Certified Investment Advisor Representative 2014
Dwayne Asay Photo

Dwayne Asay

Partner, Wealth Management Department
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Dwayne Asay

Dwayne Asay

PARTNER, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 225-6900

EMAIL: DWAYNEA@SQUIRE.COM


Area of Focus:

  • Wealth Accumulation and Management

Profile:

Dwayne concentrates his efforts and extensive knowledge on getting clients to, and ultimately maintaining, their financial independence.

  • Joined Squire & Company, PC in 1997
  • Has a significant background in tax, audit and business operations
  • Worked for McGladrey & Pullen, LLC, in Las Vegas, out of college
  • Served as controller in private industry for a software company

Education and Certifications:

  • B.S., Brigham Young University
  • MAcc, Brigham Young University
  • Certified Public Accountant

Affiliations:

  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Clayton Johnson Photo

Clayton Johnson

Wealth Advisor, Tax Department, Wealth Management Department
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 Clayton Johnson

Clayton Johnson

WEALTH ADVISOR, TAX DEPARTMENT, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 225-6900

EMAIL: CLAYTONJ@SQUIRE.COM


Profile:

  • Clayton works with high-net-worth individuals, families and business owners to help them simplify their lives, avoid costly mistakes, and grow their wealth. He provides investment, financial, tax and estate planning counsel to his clients.
  • Clayton is a CFP® and received his bachelor’s degree in business from BYU. Outside of work he enjoys playing and coaching volleyball, backpacking with his wife, and helping his twin daughters get into as much trouble as possible.

Education and Certifications:

  • Bachelor of Science in Business Management, BYU
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Affiliations:

  • Utah Valley Estate Planning Council
  • Financial Planning Association – Utah Chapter
Drew Bigler Photo

Drew Bigler

Manager, Wealth Management Department
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Drew Bigler

Drew Bigler

MANAGER, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: DREWB@SQUIRE.COM


Area of Focus:

  • Tax

Industry Specialties:

  • Consolidated returns
  • Construction
  • Adoption Credits
  • Private Small Businesses and Individuals

Profile:

  • Joined Squire & Company, PC in 1990
  • Married with 4 children
  • Hobbies include golfing, hunting and fishing

Education and Certifications:

  • B.S., Brigham Young University – 1988
  • MAcc, Brigham Young University – 1989

Affiliations:

  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Greg Hyde Photo

Greg Hyde

Partner, Wealth Management Department, Tax Department
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Greg Hyde

Greg Hyde

PARTNER, WEALTH MANAGEMENT DEPARTMENT, TAX DEPARTMENT

PHONE: (385) 215-2814

EMAIL: GREGH@SQUIRE.COM


Areas of Focus: 

  • Federal and state individual and business tax planning and compliance
  • Estate and gift planning and compliance
  • Charitable and fiduciary income tax planning and compliance

Industry Specialties:

  • Tax and Wealth Advisory

Profile:

  • Greg serves a number of closely-held businesses and their owners, executives and professionals, and high-net-worth and high-income individuals.
  • Greg is the leader of Squire’s Wealth Advisory practice in its Salt Lake City office and enjoys the opportunity that provides to help clients reach their overall financial goals.
  • Greg has extensive experience with employee stock options.
  • He is an educational speaker to employees and professional groups.
  • He assists numerous clients with tax and financial planning and related income tax compliance issues.

Education and Certifications:

  • Greg received his Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University in 1997

Affiliations:

  • Greg is the past president and current board member of the Salt Lake Estate Planning Council
  • Has served on the boards of the IHC Foundation for Homecare and Hospice and Primary Children’s Medical Center Planned Giving Committee
McKay Lindsey Photo

McKay Lindsey

Wealth Advisor, Tax Department, Wealth Management Department
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McKay Lindsey

McKay Lindsey

WEALTH ADVISOR, TAX DEPARTMENT, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 228-2068

EMAIL: MCKAYL@SQUIRE.COM


Area of Focus:

  • Federal and state individual and business tax planning and compliance.

Industry Specialties:

  • Tax and Wealth Advisory

Profile:

  • McKay joined Squire & Company, PC in January 2017
  • McKay is an Advisor with Squire Wealth Advisors
  • McKay has experience with enterprise zone tax credits

Education and Certifications:

  • B.S., Utah State University
  • MAcc, Utah State University
  • Certified Public Accountant
  • Investment Advisor Representative

Affiliations:

  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Dave Archibald Photo

Dave Archibald

Partner, Wealth Management and Business Advisory Department
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Dave Archibald

Dave Archibald

PARTNER, Wealth Management AND BUSINESS ADVISORY DEPARTMENT

PHONE: (801) 494-6025

EMAIL: DAVIDA@SQUIRE.COM


Areas of Focus:

  • Information Systems
  • Microsoft Dynamics GP

Industry Specialties:

  • Direct Selling

Profile:

  • Joined Squire & Company, PC in 2005
  • Served as a controller for a local security company

Education and Certifications:

  • B.S., Brigham Young University
  • MAcc, Brigham Young University
  • Certified for Microsoft Dynamics GP
  • Certified for Microsoft SQL Server
  • Certified for Scribe Software
Julie Anderson Photo

Julie Anderson

Manager, Wealth Management Department
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 Julie Anderson

Julie Anderson

MANAGER, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: JULIEA@SQUIRE.COM


Area of Focus:

  • Taxation and Investments

Profile:

  • Experience in national and local accounting firms
  • Joined Squire & Company, PC in January 2004

Education and Certifications:

  • Certified Public Accountant
  • Investment Advisor Representative
  • MAcc, Brigham Young University
  • B.S., Brigham Young University
Tim Christensen Photo

Tim Christensen

Partner, Wealth Management Department
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Tim Christensen

Tim Christensen

PARTNER, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: TIMC@SQUIRE.COM


Areas of Focus:

  • Financial Planning
  • Tax and Estate Planning
  • Investment Management
  • Insurance Planning
  • Charitable Giving Strategies

Profile:

  • Past Member of Orem City Council
  • Past Chair with the Commission for Economic Development in Orem
  • Past Board Member – Provo/Orem Chamber of Commerce
  • Past member of the planned giving advisory councils for BYU, UVU and the United Way

Education and Certifications:

  • Master of Accountancy-Tax Brigham Young University 1983
  • Personal Financial Specialist-AICPA 2000
  • Investment Advisor Representative-2000
  • Series 65 and 66-SEC 2000
  • Health and Life Insurance – State of UT 2009
  • Accredited Estate Planner – National Association of Estate Planners & Councils 2010

Affiliations:

  • Member Utah Valley Estate Planning Advisory Council
  • Member American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants
  • Member Utah Association of Certified Public Accountants political action committee
  • Legacy Member of the BYU Cougar Club
Teresa Staker Photo

Teresa Staker

Administrative Assistant, Wealth Management Department, Administrative Department
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Teresa Staker

Teresa Staker

ADMINISTRATIVE ASSISTANT, WEALTH MANAGEMENT DEPARTMENT, ADMINISTRATIVE DEPARTMENT

PHONE: (801) 494-6047

EMAIL: TERESAS@SQUIRE.COM


Area of Focus:

  • Squire Wealth Advisors Account Administration

Profile:

  • Joined Squire Wealth Advisory in 2013
  • 401(k) & Pension Marketing Director 2005-2013
  • 22 years of experience in business administration, marketing, office management, event planning, customer service and human resources
  • Hobbies include running, bread making, crocheting, interior design, landscape design, reading and cooking

Education and Certification:

  • Advanced Business Applied Technology Training Program 1989 – Jordan Valley Technology Center
  • A.S. Business Administration 1991 – LDS Business College

Affiliations:

  • Friends & Neighbors of Sunset 11th Ward Bookclub
  • Daughters of Utah Pioneers – 2011 - present


Strategic Partnerships

For Your Benefit

As a firm, we’ve established connections with industry leaders in financial services and wealth management to provide unmatched service to our clients. With such resources, we focus our energy on delivering objective advice that is in your best interest - always.



Are you ready to reach your goals?


Contact Us to Begin

It All Begins With Understanding You

Whether you’re a business owner or an individual preparing for retirement, we will help you to identify your needs and achieve your financial goals.

Business Owners

For business owners, the success of your business is an integral component of your financial health. So you need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally. We believe connecting the many facets of your personal and business life puts both in a better position for financial success.


Retirees

Each path to retirement is unique. That is why we help retirees create and execute their retirement plans so that they can maintain their standard of living throughout retirement.


Sound like you? Let’s get started.


Schedule an Initial Call

Resources

Squire Wealth Advisors clients enjoy access to a wealth of our regularly updated insights and educational resources. From articles to podcasts and videos, see our latest below.

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What Can We Do for You?

We welcome the opportunity to learn more about your circumstances and share how Squire Wealth Advisors can add value to your life. 



Our Offices


Orem Office

1329 South 800 East
Orem, Utah 84097

Phone: (801) 226-7722
Fax: (801) 226-7739


Salt Lake Office

215 South State Street, Suite 850
Salt Lake City, Utah 84111

Phone: (801) 533-0409
Fax: (801) 533-0414