Through Suncrest Advisors, you have ready access to independent professionals from various fields, all of whom have one thing in mind — to best serve the needs of the client through a collaborative effort. We can work with your current advisors or help you assemble a team that works together to secure your future. Our sole focus is to help position you to achieve your financial goals.
Boyce F. Lowery, CLU, ChFC
Boyce Lowery is the co-founder and President of Suncrest Strategic Advisors, Inc. He has dedicated his career to helping affluent individuals plan and achieve their financial objectives. Mr. Lowery has over 30 years experience in the financial services industry and has worked in sales, sales management, relationship management and executive management.
Boyce served as the Chief Operating Officer for a large insurance agency and broker/dealer until he and his partners sold the business after 13 years of success. Mr. Lowery has been president of the insurance division for a high-end financial planning firm, and has also served as director for a major insurance carrier where he was voted into their management Hall of Fame.
He is accomplished in the art of finding solutions for perplexing financial challenges to the business owner or executive. Boyce specializes in the privately held business market where he is highly experienced in business succession planning, executive compensation, employee retention, qualified and non-qualified plans, charitable planning, asset protection strategies, wealth accumulation and transfer, innovative life insurance acquisition strategies, and annuities.
Boyce is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU) and a member of the Society of Financial Service Professionals.
Craig McCullough / Tax & Estate Planning Chairman, Kirton McConkie, PC
Craig McCullough is the Chairman of Kirton McConkie’s Tax & Estate Planning Section. His practice focuses on estate and tax planning, emphasizing multi-generational planning and asset protection, small business planning including business succession planning, tax-exempt organizations and charitable giving. He specializes in legacy and domestic asset protection trusts providing a multi-generational approach to estate planning. His approach to business planning involves using trusts and buy sell arrangements to effect continuity of family businesses. Mr. McCullough has assisted clients in forming and qualifying family charitable organizations to meet their philanthropic desires.
Craig was selected in 2011 by Utah Business Magazine as one of Utah’s Legal Elite in the Estate Planning category.
Brent A. Andrewsen, Esq. / Shareholder, Kirton McConkie, PC
Brent Andrewsen is a Shareholder of Kirton McConkie, PC, and he serves on the firm’s Board of Directors. Brent is a member of Kirton McConkie’s Tax and Corporate Sections. His practice includes estate planning, probate and trust administration, gift taxation, tax exempt organizations, charitable trusts and planned giving. Brent also has counseled clients with respect to various business matters and has assisted in the formation of multiple business entities and various business transactions. He serves as outside general counsel to several clients.
Brent joined Kirton McConkie in 2005. He is a frequent speaker to professional and other groups with respect to tax exempt organizations, planned giving, estate planning and related topics. He was recently named one of Utah Business Magazine’sForty Under Forty young business leaders for 2012.
Craig P. Primo / Managing Partner, Keystone Capital Markets, Inc.
Craig Primo brings extensive transaction, corporate finance, underwriting and accounting experience to bear for clients. Industry sectors include behavioral health, laboratories, transportation, and real estate heavy concerns.
Prior to Keystone Capital Markets with his business partners, Mr. Primo worked for two regional boutique investment banks. He started his career at Citigroup Global Markets, Inc., (a division of the Citi Investment Bank) from 1998 to 2007. His most recent role at that firm was as Director leading a deal team on transactions between $20mm and $250mm in business enterprise value. He has been responsible for sourcing and closing numerous successful transactions in his career and was recognized often for his achievements among his peers. In 2002 and again in 2005 Mr. Primo closed more deals than any other banker in his division at Citi. Before entering investment banking, Mr. Primo was the owner and underwriter of a private finance company. Prior to that experience, he worked as the Chief of Staff for Tom McClintock — a member of congress and rising star in the conservative movement. Mr. Primo has a Bachelor of Science in Business Administration from California State University. He is licensed to sell securities and to perform investment banking transactions through FINRA and holds real estate brokers licenses in several western states.
Steven M. Racker / Wisan, Smith, Racker & Prescott, LLP
Steve Racker is a partner with Wisan, Smith, Racker & Prescott, LLP, a well-established regional CPA firm with offices in Salt Lake City and Las Vegas. Steve has been practicing public accounting for 29 years. His practice is focused on working with closely held businesses and high net worth individuals. He has represented clients before the Internal Revenue Service and various state tax commissions. Steve has extensive experience in the construction, automotive, manufacturing, retail, restaurant and medical industries.
Wisan, Smith, Racker & Prescott is a full-service CPA firm offering a wide range of tax and audit services and an extensive business valuation As an independent member of the BDO Seidman Alliance, Wisan, Smith, Racker & Prescott brings clients the breadth and depth of expertise of BDO, the world’s 5th largest CPA firm, which offers the firm’s clients international and national resources and expertise that are normally not found in other local or regional CPA firms.
Steven Matthews, ASA, EA, MAAA, MSPA / Matthews, Gold, Kennedy & Snow, Inc.
Steven Matthews is a consulting Actuary in the greater Phoenix area. He has been involved in the design and implementation of defined benefit plans, profit sharing plans, non-qualified deferred compensation programs, employee stock ownership plans, and cash balance plans.
As a speaker, he has had the opportunity to address The Phoenix Tax Workshop, The Scottsdale Estate Planners, The Million Dollar Roundtable, The Society of Actuaries, American Society of Pension Actuaries, and The American Bar Association. During his career he has qualified as an expert in Tax Court and has given expert testimony in numerous domestic relationship cases.
Steve is an Associate of the Society of Actuaries, a Member of the American Academy of Actuaries, a Member of the Conference of Actuaries in Public Practice, a Member of the American Society of Pension Actuaries. Steve is also an Enrolled Actuary with the Joint Board.
Nitin Gupta, CPA / Accounting Professionals, LLC
Nitin Gupta is licensed in California and Arizona as a Certified Public Accountant and is an enrolled agent for the Internal Revenue Service. With over 20 years of experience, Nitin has been a Tax Manager for KPMG and Deloitte & Touche, with full responsibility for federal, state, and local taxation for highly complex corporations, partnerships, individuals, estate, gift and trust tax returns. Nitin also has extensive experience in all aspects of financial accounting including audits, reviews and compilations, strategic analysis for intricate financial modeling, specialized tax strategies, Nexus studies, and due diligence procedures for acquisitions and new businesses.
Nitin has a broad range of experience working in multiple industry segments such as real estate, construction, manufacturing, wholesale, retail, professional services, information technology and entertainment.
Jace D. McKeighan / Attorney at Law, DiCarlo Caserta McKeighan & Phelps PLC
After founding the Scottsdale law firm of McKeighan Pierce PC in 2003, Jace McKeighan became a founding member of DiCarlo Caserta McKeighan & Phelps PLC in 2011. The emphasis of Jace’s practice is on business transactions, business litigation, and estate planning. His clients include all types and sizes of business owners and businesses, from “mom and pop” operations to multi-million dollar ventures. Regardless of size, however, he firmly believes that each and every client deserves his personal attention to their matter. By maintaining strong personal relationships with his clients, Jace hopes to better understand his clients and their needs and to provide better legal counsel.
A native of Vermont, Jace is admitted to practice in the states of Arizona and New York, and in the Federal District Court for the District of Arizona and the Eastern, Southern and Northern Districts of New York. He is a lifetime member of The Million Dollar Advocates Forum, and a longstanding member of the American Bar Association, the Business Law Section of the State Bar of Arizona, the Maricopa County Bar Association, and the Scottsdale Bar Association.
Jon Monk / Financial Advisor, Merrill Lynch
Jon Monk joined Merrill Lynch as a Financial Advisor in 2007 after five years as an investment banker at Falls River Group, LLC, working in the area of mergers and acquisitions. Jon works with a select number of individual and corporate clients to help them manage major transition events such as retirement or the sale of a business. His relationship-based approach encompasses estate planning, lending and credit issues, investment management and more.
Jon studied business at Tulane University and the University of New Orleans while playing on the NCAA Division I tennis team.
*Members of the Suncrest Strategic Advisors, Inc. team are independent representatives, consultants and advisors unless otherwise stated above.