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 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 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 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 entered the financial service industry in 2005. He has helped start two successful financial agency’s 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 since joining the team. His goal is to help others better understand their 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 2 little girls that keep him on his toes. They love to travel and love being outdoors whether its fishing, camping or hunting they do it as a family.