Retire with Suncrest Advisors

Ready to help you pursue your retirement goals

What Makes Suncrest Advisors Different?

A Network Of Professionals

Through one firm, you have access to vetted and seasoned professionals from various disciplines, all of whom have one thing in mind – to best serve our clients’ needs through a collaborative effort. Our fiduciary team includes CERTIFIED FINANCIAL PLANNER™ Practitioners, Chartered Financial Analysts, investment advisors, portfolio research analysts, insurance professionals, qualified plan experts (including a dedicated ESOP team), employee benefits specialists, and other professionals.

Think of us as your financial quarterback, leading and coordinating the many moving parts of your financial life so you can have complete confidence in your future.

Financial Advice You Can Count On

We care deeply about your goals and will tailor our comprehensive services to meet you exactly where you are in life. Our clients understand that there are many potential pitfalls to avoid in the financial world, and they value our guidance, experience and expertise when making life’s most important decisions.  With our team of professionals always by your side, we trust you’ll feel confident knowing that your financial future is secure and well-planned.

What Makes Suncrest Advisors Different?

A Network Of Professionals

Through one firm, you have access to vetted and seasoned professionals from various disciplines, all of whom have one thing in mind – to best serve our clients’ needs through collaborative effort. Our fiduciary team includes CERTIFIED FINANCIAL PLANNER™ Practitioners, Chartered Financial Analysts, investment advisors, portfolio research analysts, insurance professionals, qualified plan experts (including a dedicated ESOP team), employee benefits specialists, and other professionals.

Think of us as your financial quarterback, leading and coordinating the many moving parts of your financial life so you can have complete confidence in your future.

Advice You Can Count On

We care deeply about your goals and will tailor our comprehensive services to meet you exactly where you are in life. Our clients understand that there are many potential pitfalls to avoid in the financial world, and they value our guidance, experience and expertise when making life’s most important decisions.  With our team of professionals always by your side, we trust you’ll feel confident knowing that your financial future is secure and well-planned.

WHO WE SERVE

We take pride in specializing and servicing not only successful individuals and families but also business owners, executives, and professionals.  

Our clients have worked hard throughout their careers to get where they are today. Our team at Suncrest Advisors is ready to help elevate them to the next level through our comprehensive and efficient planning process. For both individuals and businesses, we address a wide range of client planning concerns and help them navigate life efficiently.

Trusted Financial Planners

MEET OUR PRINCIPALS

Kent Binning

CERTIFIED FINANCIAL PLANNER™

PRESIDENT

Kent Binning has spent his 38 years in the financial industry bringing experience, expertise, and transparency to every interaction with his clients. He acts as a fiduciary to pre-retirees, retirees, and business owners…

Learn More »

Matthew Lowery

CERTIFIED FINANCIAL PLANNER™

MANAGING PARTNER, CO-FOUNDER

In 2002, Matt Co-Founded Suncrest Advisors alongside his father, Boyce F. Lowery, CLU®, ChFC®. As of 2022, Matt has been appointed Managing Partner of the firm…

Learn More »

Sean Heney

WEALTH MANAGEMENT ADVISOR

Chief Operating Officer

Sean has over 10 years of experience operating a Financial Planning practice and growing relationships with clients and advisors. Sean began his career as an intern and developed to Director of Financial Planning…

Learn More »

OUR TEAM

Kristin Lowery

Client Relations

Kristin graduated from Arizona State University in 2005 with a degree in education. After several years of teaching, she decided to make a career change and got into sales. She then worked as a successful pharmaceutical sales rep for six years and most recently took another opportunity as a sales rep for a…

Learn More »

Boyce Lowery

CHAIRMAN EMERITUS, CO-FOUNDER

Boyce co-founded Suncrest Advisors with his son Matt Lowery in 2002. Today, after a 45-year career as one of the most well-respected life insurance professionals in the country, he is now our firm’s Chairman Emeritus. Boyce is accomplished in the art of finding solutions….

Learn More »

Dawn Lehmberg

OFFICE MANAGER, INSURANCE COORDINATOR

Dawn has been in the insurance industry for 34 years, working as an Executive Assistant, Office Manager, and Business Operations Manager. As an Insurance Coordinator with Suncrest Advisors, she believes it is essential for clients to have a smooth and pleasant…

Learn More »

Ryan Bass

FINANCIAL PLANNER, WEALTH MANAGEMENT ADVISOR

Ryan graduated from the University of Arizona in 2019 and has gained invaluable experience growing relationships with clients and learning what it takes to operate a financial planning practice…

Learn More »

Relationships Matter

OUR STRATEGIC PARTNERS

Kevin Brubaker

CPA, MBA

Tax Consultant

Kevin is a graduate of Mercyhurst University and obtained his masters in business administration from the…

Learn More »

Jeremy Huish

J.D., LL.M., CPA

ESOP Specialist / Captive Insurance Company Specialist

Jeremy Huish has experience as an attorney and a Certified Public Accountant…

Learn More »

Andrew L. Howell, Esq.

Business Law and Estate Planning Attorney

Andrew L. Howell is a Co-Founder of the Salt Lake City law firm York Howell, one of the fastest growing law firms in Utah. He is regularly engaged…

Learn More »

Roy A. Farmer II

ESOP Specialist / Exit Planning Consultant

Mr. Roy A. Farmer II has been serving clients of Suncrest Advisors for over a decade. Roy’s areas of specialty include corporate reorganization and finance, succession planning, consulting…

Learn More »

Brent C. Henningson

FSA, EA

Enrolled Actuary / Defined Benefit Plan Consultant and Administrator

Brent is the Chief Executive Officer of Saber Pension & Actuarial Services, a third party administration and actuarial…

Learn More »

Kristin Moyé

J.D., LL.M.

Business Law and Estate Planning Attorney

Kristin has been working hard on the legal side for the clients of Suncrest Advisors for many years. An attorney…

Learn More »

Brad Christensen

Certified Retirement Plan Specialist

As a Certified Retirement Plan Specialist® at Suncrest Advisors, Brad is an expert in helping organizations select providers for defined contribution plans…

Learn More »

Mike Hanner

Employee Benefits Specialist

Mike firmly believes group health insurance and employee benefits are critical areas to address for businesses. His privilege to consult Suncrest Advisors’ wonderful clients…

Learn More »

J.W. Wight

Employee Benefits Specialist

JW’s greatest joy is working with companies as an extension of their primary Human Resources team. JW believes there is a real need for Suncrest Advisor’s clients…

Learn More »

Tyler Woolley

Retirement Plan Consultant/Retirement Plan Administrator

Tyler Woolley consults for clients of Suncrest Advisors who need a Third-Party Administrator (TPA) for their qualified plans. Skilled in complex ERISA rules and…

Learn More »

Begin your financial planning journey with our team!

Our personalized approach to financial planning

The Suncrest Process

Discovery

Help you to explore and identify your retirement goals

Preliminary Planning

Analyze opportunities to help you reach your retirement goals

Implementation

Make informed, confident decisions with the support of our experienced advisors

Review

Service your retirement plan over time

Take The Next Step Forward

IN SECURING YOUR

FINANCIAL FUTURE