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.
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…
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…
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…
Duane W. Fugleberg Jr.
Partner & Retirement Specialist
With a distinguished background in banking, Duane transitioned his expertise into the wealth management sector by founding M3 Wealth in 1996, a firm dedicated to simplifying the complexities of retirement planning.
OUR TEAM
Nick Fugleberg
Director of Financial Planning / Retirement Specialist or Financial Advisor
Nick graduated from Brigham Young University–Idaho in 2017 with a degree in Healthcare Administration. Over the past 15 years, he has built a diverse professional background, working in both international trade and healthcare administration.
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…
Diane Olszak
Director of Investment Services
Diane brings over two decades of experience in the financial services industry to her role at Suncrest Advisors. Prior to joining the team, she was an Associate Investment Advisor at Northwestern Mutual, where she managed both…
Dillon Lenon
Financial Planner
Dillon Lenon is a Financial Planner at Suncrest Advisors, where he helps individuals and families navigate complex financial decisions with confidence and clarity. A CFP® Candidate, Dillon has completed the required coursework and
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…
Janeen Fugleberg
Executive Assistant / Customer Support
Janeen graduated from Brigham Young University in 2014 with a degree in Sociology. Since then, she has gained valuable experience as an office manager in the healthcare industry and now brings her organizational skills and people-first mindset to the financial planning profession….
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…
Dan Lowery
FINANCIAL SERVICES PROFESSIONAL,
PARAPLANNER
James Eggleston
Financial Service Professional
Dr. James “Jamie” A. Eggleston is a seasoned professional with over 26 years of experience in education and three years in financial services. He holds a doctorate in educational leadership, an MBA in business leadership…
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….
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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
