Ignite Planners LLC

Stephen Swensen is a Series 65 licensed financial advisor with three years of industry experience. He is currently the Chief Investment Officer at Ignite Planners LLC and also serves as a portfolio manager at Prestige Wealthwide. His prior experience includes roles at several firms such as Atlas Investment Management and Olympus Wealth Management. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment process that includes fundamental, technical, and cyclical analysis alongside modern portfolio theory principles.

Joel Slatter is a financial advisor at Ignite Planners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Amazon, and Foresight Wealth Management. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and referrals to third-party money managers, utilizing a multi-disciplinary investment process that incorporates fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Conner Taylor is a financial advisor at Ignite Planners LLC holding a Series 65 designation. He has experience working at Atlas Investment Management since 2021 and has held roles at Utah Valley University and BoardCo. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, utilizing a multi-disciplinary investment process and including private and alternative investments in client portfolios.

Gregory Cooley is a CFP® professional with 28 years of experience in financial advising. He is currently with Ignite Planners LLC and has worked previously at StoneX Securities Inc, Cetera Advisor Networks LLC, and Cooley and Labas Financial Advisors. Outside of advising, he serves as chairperson of the administrative board for First United Methodist Church of Corinth and is a long-time member of the Corinth Rotary Club. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach that includes fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Maureen Tsu is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Ignite Planners LLC. Her prior roles include positions at Western International Securities, Inc. and NPB Financial Group, LLC. She is also licensed as an agent in accident & health, life, and variable insurance. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment process and providing discretionary portfolio management with continuous monitoring and rebalancing.

Charles Conners is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Ignite Planners LLC. His prior roles include positions at Western International Securities, Inc. and NPB Financial Group, LLC. He holds Series 63 and Series 65 licenses and is also involved as an agent in accident and health, life, and variable insurance. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management and financial planning services, utilizing a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Leonard Moulin is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Ignite Planners LLC, where he has worked since 2022, and has prior experience at firms including Stonex Securities Inc, Rincon Pacific Management, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns a consulting business providing financial modeling and corporate strategy services. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and third-party money manager referrals, utilizing a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Samuel Schofield is a financial advisor at Ignite Planners LLC in South Jordan, UT, holding a Series 65 designation. He works within a team of 23 advisors at the firm. Ignite Planners LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, corporations, pension and profit-sharing plans, private funds, and foreign official institutions. The firm offers individualized portfolio construction across various securities and manages both internal discretionary accounts and selected external managers, also serving as sponsor and adviser to private investment funds.

Kenneth Johnson is a financial advisor at Ignite Planners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneX Securities Inc. Outside of advising, he serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ and is involved in several community boards, including the International Motorsports Hall of Fame and the Industrial Development Board of Lawrence County, Alabama. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach and discretionary portfolio management that includes private and alternative investments.

Jaxson Allred is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding a Series 65 credential and two years of industry experience. He has been with Ignite Planners since 2019 and serves concurrently in the United States Marine Reserves since 2018. Outside of his advisory role, Allred holds an ownership interest in a meal prep company based in South Jordan, Utah. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis alongside modern portfolio theory.

David Allred is a financial advisor at Ignite Planners LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities. Outside of advising, he owns a tax preparation business and is involved in insurance and retirement services through separate entities. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, using a multi-disciplinary investment process with portfolios that include stocks, bonds, ETFs, mutual funds, and alternative securities.

Andrew Tsu is a financial advisor with Ignite Planners LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Ignite Planners, he worked at Western International Securities, Inc. and NPB Financial Group, LLC, and he also maintains a separate legal practice as a licensed attorney. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering asset management, financial planning, and referrals to third-party managers. The firm employs a multi-disciplinary investment process and is notable for its use of performance-based compensation arrangements and involvement with private and alternative investments.

Marshall Okerlund is a Series 65 licensed advisor with Ignite Planners LLC in South Jordan, UT. He is part of a team-based firm comprising 23 advisors. Ignite Planners LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, corporations, pension and profit-sharing plans, private funds, and foreign official institutions. The firm manages individualized portfolios across public and private securities and acts as sponsor and adviser to several private investment funds.

Gavin Fronk is a Series 65-licensed financial advisor with Ignite Planners LLC in San Clemente, CA, and has one year of industry experience. Prior to joining Ignite Planners, he worked at JB Accounting and Tax, where he provides tax accounting services, as well as roles at Vivint Smart Home, Roolee, and Golden Spike Powersports. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and uses a multi-disciplinary investment process that incorporates fundamental, technical, cyclical analysis, and modern portfolio theory principles.

Andrew Labas is a CFP® professional with 23 years of industry experience, currently serving at Ignite Planners LLC. His prior roles include positions at StoneX Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he is active in his community as a board member of the Corinth Gas and Water Board and the Economic Development Commission, and he owns a private plane rental business. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and third-party referrals, employing a multi-disciplinary investment approach that includes fundamental, technical, and cyclical analysis alongside modern portfolio theory, with continuous portfolio monitoring and rebalancing.