Brad Barclay and Garret Ward have worked together since 2005, taking Comprehensive Financial Group to new heights as one of Utah’s most complete and thorough financial planning firms, both for short-term and long-term financial planning.

BRAD BARCLAY

BRAD BARCLAY

Brad Barclay is a professional, full-service retirement advisor with 18 years of experience. Brad believes in making sure his clients have the maximum amount of tax savings and interest earnings working for them, and a minimum amount of taxes and interest working against them. Using this kind of strategy can translate into a far better retirement situation than just “selling annuities.”

Brad is constantly searching for the best accounts, the most qualified money managers, the most efficient strategies, and the best tools available to help his clients achieve the most successful possible outcomes for their individual situations. Brad loves his career and his clients, and this is evidenced by the amount of time and effort he spends on each individual case.

GARRET WARD

GARRET WARD

Garret brings 11 years of experience to Comprehensive Financial Group. His relationships with clients grow stronger and stronger every year, helping give them direction and peace of mind with their finances. He never plans to retire from this profession, because it’s not work to him – he is creating lasting friendships and making a difference in people’s lives.

Garret has been married to his beautiful wife for 13 years; they have 3 boys, ages 11, 8 and 5. One of his favorite things in this world is spending time with his family, and he enjoys the outdoors, hunting, golfing and running.

Brian G. Anderson, CPA.

Brian G. Anderson, CPA.

Brian has spent his entire career in financial services prior to joining Comprehensive Financial Group. He was the operating partner for a private equity group of investments held in Washington state, Director of Operations at a regional debt fund and the Chief Financial Officer of a large national insurance agency.

Brian spent his early career in public accounting and the consulting of small to medium size businesses. He specialized in serving public reporting companies in a wide range of industries. He spent two years in Washington, DC working for the Securities and Exchange Commission (SEC). He has served on numerous advisory boards in the public and private sectors. He received his Bachelors Degree from Utah State University and his Masters Degree from University of Utah.

Brian is married with four great children. He loves getting outdoors with family and friends, whether it’s golfing, hunting, fishing or camping.

Scott Hodson

Scott Hodson

Scott entered the financial services industry in 2005 and helped start two successful financial agencies in California and Texas. In 2014, he moved back home to Utah to be closer to family and his core values. He teamed up with Brad and Garret and has brought great knowledge and value to the team. His goal is to help others better understand the benefits and entitlements available to them. Putting his clients ahead of everything else has been the foundation of his business.

Scott is married to his beautiful wife, Mandy, and has two little girls that keep him on his toes. They love to travel and be outdoors, whether it’s fishing, camping, or hunting, as long as they do it as a family.

Heather Record

Heather has spent the past six years in retail management. Her years in leadership have taught her one very important lesson: People are what’s important. She has spent countless hours training, listening to customers, and finding solutions for their needs. Heather’s focus with every client is to help bring them peace of mind through financial education and by finding creative ways to make their money work for them. She loves bonding and creating lasting friendships with the people she serves.

Heather enjoys learning new things and finding ways to stretch her limits. She loves running, biking, swimming, hiking, singing, and, above all else, spending time with her family. Her four beautiful children and husband of 19 years are her driving force and the loves of her life. She is excited to launch a new leg of her career with Comprehensive Financial.