About
Get to know Jon and his team
Expertise
Jon's specialty is in wealth management and retirement planning. Designing a long-term strategy that helps clients to mitigate taxes in retirement, navigate market volatility, and lower the probability of running out of money early are all crucial to a healthy retirement plan.
Mission
Our purpose is to help clients secure their financial future by solving problems. We provide answers and solutions to client's questions and concerns with financial education, advice, and creative planning. "If you can learn and implement even one new strategy that improves your financial situation, we consider that a success."
Personal
"My wife Marisa is my biggest supporter. We have one beautiful son. We enjoy vacations with beaches and lots of sun. I love the changing seasons; I crave golf in the summer, and skiing in the winter. We are gearing up to start a non-profit organization to help families that struggle with infertility."
Credentials & Awards
Jon holds the following licenses, Series 6, 63, 65, 7 and SIE. He is also insurance licensed and works in many states across the US. Jon has previously received the following awards: Case Count Leader, Securities Leader, Associate of the Year, and First in Class award. Jon has also qualified for multiple Leaders Conferences, and currently serves as Utah's AAX Advisor representative.
The Team
Jon Gates, CFP®, CRPC®
Financial Planner
Investment Advisor
Jon received his CERTIFIED FINANCIAL PLANNER™ designation from NYU. He also holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Jon carries a bachelor's degree in business-finance. He specializes in designing financial plans, creating retirement income streams, running tax optimization strategies and offers investment management solutions. Jon has additional training and credentials in the field of Social Security and helps analyze and discuss Social Security optimization strategies. He operates under a fiduciary standard of care to his clients.
Phone: 801 989 4380
Blake Parkinson, AIF®
Business & Group Planning Specialist
401(K) & Retirement Plan Specialist
H. Blake Parkinson is currently the group Retirement Specialist for CapStone Partners - Utah, specializing in qualified retirement plans, executive compensation plans and estate planning. He is also a qualified plan administrator and consultant, specializing in the design of defined benefit and defined contribution plans, as well as DB/DC hybrid plans. Blake holds the Accredited Investment Fiduciary designation. (AIF)
Phone: 801 573 8084
Amy Kilpack
New Business Manager
Amy has over 11 years of experience in the financial services industry. Her previous roles have included, Office Manager, Director of Operations, and Case Manager for various financial firms. Amy's talent won her the Commitment to Excellence award. She is a very valuable asset in assisting clients with the onboarding process.
Phone: 801 453-2227
