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.
Andrew L. Howell, Esq. / Managing Partner, York Howell & Guymon
Andrew L. Howell is a Managing Partner with the Salt Lake City law firm of York Howell & Guymon. Mr. Howell represents clients with respect to estate planning, probate and estate administration matters, charitable giving, and sophisticated business and tax planning matters. His practice in this area of specialty includes; assisting clients in the preparation and review of trusts and wills, instruments for charitable giving, and various other estate and family planning documents. Mr. Howell assists in planning and structuring business organizations, stock and asset sales and purchases, buy-‐‑sell and shareholder agreements, and other business buy-‐‑out and business succession planning.
The attorneys of York Howell & Guymon have been admitted to various State Bars outside of Utah, such as Nevada, Alaska, California, and Washington, with Mr. Howell being directly licensed in Utah, Idaho, Arizona, Texas, and Wyoming. He also continues to seek admission to additional State Bars. Mr. Howell has also earned his life and health insurance licenses in 1999 and maintains them in good standing, although is not active in the sale of life or health insurance.
He has been recognized as a Rising Star of the Mountain States Super Lawyers List in 2010, 2015, 2016, and 2017, as a Utah Business Magazine Utah Legal Elite in 2011through 2016, named Top 100 Lawyers in Utah by The National Advocates and most recently, as a Utah Business Magazine Forty Under 40. Mr. Howell is also the past Chairman of the Estate Planning Section of the Utah State Bar following a number of years of service on the Executive Committee. Mr. Howell is AV Rated by Martindale-‐‑Hubbell which is the highest ranking for excellence in practice and ethics.
When not in the office, Andrew enjoys vacationing in Montana with his beautiful wife, Candice, their two boys Thomas and Harrison, and their daughter Madeline. He is also an avid fly fisherman, hunter, and skier and loves to be outdoors with his family.
Bradley G. Marlor, MBA, CBI / Principal Broker, Utah Business Consultants
Bradley G. Marlor is Principal Broker and a partner at Utah Business Consultants. Brad founded Utah Business Consultants in 1989. He is a graduate of four colleges and universities with degrees in Accounting and Business Administration. Brad is a licensed Principal Real Estate Broker for the State of Utah. He is a former franchise owner with direct experience in buying and selling his own businesses. Brad has represented hundreds of businesses from virtually every industry. He is an Exit Planning Advisor — preparing business owners for the most important financial event of their lives. Brad has been published numerous times in local business periodicals and newspapers, including Utah Business Magazine, The Enterprise Newspaper, and the Deseret News. He has earned the Certified Business Intermediary (CBI) designation, and is member of the M&A Source – with the International Business Broker’s Association. Brad served four years on the South Jordan planning commission, three years on South Jordan City’s Economic Development Committee, and he co-founded the South Jordan Chamber of Commerce. Brad served on the South Jordan City Council from 2000 through 2008 and has been re-elected to serve another four years from 2016 through 2019.
Wayne A. Simpson, CPA, CBI, M&AMI / Partner, Utah Business Consultants
Wayne A. Simpson is a partner at Utah Business Consultants. Wayne is a 1973 graduate of the University of Utah, earning a B.S. degree in Accounting. He was a partner of Simpson & Co., CPAs from 1974 to 1999. He is a member of the American Institute of CPAs. In 1997, Wayne earned an Educational Achievement Certificate in Business Valuation from the AICPA. He is licensed for Real Estate Transactions. Wayne is a member of the International Business Brokers Association and the M&A Source. He has achieved the Certified Business Intermediary (CBI) and Merger & Acquisition Master Intermediary designations. Wayne is a frequent speaker at CPA and Financial Planner conferences, discussing business valuation and succession planning. He has written over two dozen articles for The Enterprise Newspaper on Merger & Acquisition Topics. Wayne is a past President of the Salt Lake Exchange Club in Salt Lake City, Utah.
Brint Dietrich / Senior Vice President, Moreton & Company
Brint Dietrich is a long-tenured Moreton & Company benefits specialist. He works directly with clients to find the most cost effective and rich benefit strategies for your employees. Brint develops employee communications strategies, oversees the execution of open enrollment processes, develops vendor rapport, and assists clients in managing their billing, plans, agreements, and any necessary modifications. He also has experience in analytical work, related to employee benefits programs and specializes in the implementation of strategic cost containment programs. Brint has over 10 years experience in the insurance industry and over 24 years of experience in the health care market.
Roy A. Farmer, II / Managing Director, BTA, Inc.
Mr. Roy A. Farmer, II is a Managing Director of BTA, Inc. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation.
Mr. Farmer began his career working for an Investment Banking firm where he held several positions including Vice President, Sr. Vice President and President. He was the President of the firm’s NASD Broker Dealer and President of their Specialized Investment Company.
Following this investment banking work, Mr. Farmer has also been an entrepreneur. He has started and managed several businesses, some from start-up, and has been an advisor to many others. He started one company and sold it privately, and then served as the CEO/COO of a mid-stage company that he recapitalized, grew and eventually sold to a joint venture partner that made a multimillion dollar investment. He then founded a company that grew to 7 offices in five states, with 200 employees, and $20 Million in sales. He later took the company public and became the CEO of the public holding company and Board Chairmen. He has also served on the Board of Directors of several companies.
Mr. Farmer has been active in the ESOP community since 1999, and has worked on well over 100 transactions. During the last four years he has worked with companies over
$1,400,000,000 in value, with 389 stockholders and over 6,000 employees.
A graduate from American River College and Brigham Young University with degrees in Business and Business Administration, and graduate studies at Pepperdine University, Mr. Farmer has also been actively involved in the financial industry since the mid ’70’s. Mr. Farmer is a member of the ESOP Association and the National Center for Employee Ownership. He is currently on the Board of Directors for a defense contractor and an oilfield services company.
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.
*Members of the Suncrest Strategic Advisors, Inc. team are independent representatives, consultants and advisors unless otherwise stated above.