Financial Planner in Salt Lake City, UT
At Beacon Pointe, our team of wealth advisors in Salt Lake City, UT is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.
In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.
Connect with one of our trusted Financial Advisors in Salt Lake City, UT.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
Meet the Salt Lake City Financial Advisor Team
Dane Jensen
Wealth Advisor
Dane is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assistance with new client development. Dane has a passion for understanding each of his clients on a more personal level, acknowledging their goals, and concerns, while building a financial plan that is best suited for their future. Prior to joining Beacon Pointe, Dane was an Investment Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked for Stryker and Guardian. Dane graduated from Westminster College with a B.A. in Economics and International Relations. Throughout his time at Westminster, Dane played collegiate golf and was an All-American, two-time Conference Player of the Year, Academic All-Conference, and recipient of the NAIA Champions of Character Award. Outside of financial planning and golfing, Dane enjoys spending time with his wife, Ashlee, and their two daughters.
Ian Martindale
Senior Client Service Associate
Ian is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Ian was a Client Service Associate at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked as a mortgage loan officer. Outside of the office, Ian enjoys traveling, spending time with family and friends, and resides in Draper, Utah with his wife and dog.
John Martindale, CFP®
Partner, Managing Director
John Martindale, CFP®, is a Managing Director at Beacon Pointe and is responsible for high-net-worth relationships and new business development. With over three decades of conceptual financial planning experience, John is well-versed in complicated estates and retirement income planning. As a relationship manager, John advises his clients on wealth accumulation and preservation concepts. He is sought after for his skills in investment and portfolio analysis, tax planning, real estate transactions, insurance analysis, estate planning strategies, and philanthropic giving. Prior to joining Beacon Pointe, John founded Ailsa Capital (which merged with Beacon Pointe in 2023). John graduated with a Bachelor of Science from Brigham Young University and obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and certification from the College of Financial Planning in Denver, Colorado. John places great value in his local and global community and has been active in non-profit organizations since 1988. In 1992, John co-founded the annual Mountain Shadows Golf Classic to benefit the Mountain Shadows Community Homes in Escondido, California, where he has procured over $800,000 in charitable gifts. He currently serves as Past President of the Canyon Education Foundation (Sandy, Utah), where funds are raised to support students and teachers in the classroom, providing college scholarships to graduating seniors. Some of the non-profit organizations he’s had the pleasure of assisting include, The Kidney Foundation of Utah, The Forever Young Foundation, Snowbird Adaptive Sports, Canyons Education Foundation, and the Mountain Shadows Foundation. John enjoys international travel, rounds of golf, and spending time with his wife Tresa, four children, and 3 grandchildren.
Tiffany Bodell
Wealth Advisor
Tiffany Bodell is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Tiffany is passionate about building personal and meaningful relationships with her clients to ensure they reach their goals. Prior to joining Beacon Pointe, Tiffany was the Director of Operations and Wealth Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023). Her previous experience includes Merrill Lynch Bank, Goldman Sachs, and Hightower Advisors. Tiffany earned her Bachelor of Economics from the University of Utah and currently lives in Salt Lake City, Utah. She enjoys golfing, being outdoors and spending time with her husband and two children.
Meet the Salt Lake City Financial Advisor Team
Dane Jensen
Wealth Advisor
Dane is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assistance with new client development. Dane has a passion for understanding each of his clients on a more personal level, acknowledging their goals, and concerns, while building a financial plan that is best suited for their future. Prior to joining Beacon Pointe, Dane was an Investment Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked for Stryker and Guardian. Dane graduated from Westminster College with a B.A. in Economics and International Relations. Throughout his time at Westminster, Dane played collegiate golf and was an All-American, two-time Conference Player of the Year, Academic All-Conference, and recipient of the NAIA Champions of Character Award. Outside of financial planning and golfing, Dane enjoys spending time with his wife, Ashlee, and their two daughters.
Ian Martindale
Senior Client Service Associate
Ian is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Ian was a Client Service Associate at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked as a mortgage loan officer. Outside of the office, Ian enjoys traveling, spending time with family and friends, and resides in Draper, Utah with his wife and dog.
John Martindale, CFP®
Partner, Managing Director
John Martindale, CFP®, is a Managing Director at Beacon Pointe and is responsible for high-net-worth relationships and new business development. With over three decades of conceptual financial planning experience, John is well-versed in complicated estates and retirement income planning. As a relationship manager, John advises his clients on wealth accumulation and preservation concepts. He is sought after for his skills in investment and portfolio analysis, tax planning, real estate transactions, insurance analysis, estate planning strategies, and philanthropic giving. Prior to joining Beacon Pointe, John founded Ailsa Capital (which merged with Beacon Pointe in 2023). John graduated with a Bachelor of Science from Brigham Young University and obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and certification from the College of Financial Planning in Denver, Colorado. John places great value in his local and global community and has been active in non-profit organizations since 1988. In 1992, John co-founded the annual Mountain Shadows Golf Classic to benefit the Mountain Shadows Community Homes in Escondido, California, where he has procured over $800,000 in charitable gifts. He currently serves as Past President of the Canyon Education Foundation (Sandy, Utah), where funds are raised to support students and teachers in the classroom, providing college scholarships to graduating seniors. Some of the non-profit organizations he’s had the pleasure of assisting include, The Kidney Foundation of Utah, The Forever Young Foundation, Snowbird Adaptive Sports, Canyons Education Foundation, and the Mountain Shadows Foundation. John enjoys international travel, rounds of golf, and spending time with his wife Tresa, four children, and 3 grandchildren.
Tiffany Bodell
Wealth Advisor
Tiffany Bodell is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Tiffany is passionate about building personal and meaningful relationships with her clients to ensure they reach their goals. Prior to joining Beacon Pointe, Tiffany was the Director of Operations and Wealth Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023). Her previous experience includes Merrill Lynch Bank, Goldman Sachs, and Hightower Advisors. Tiffany earned her Bachelor of Economics from the University of Utah and currently lives in Salt Lake City, Utah. She enjoys golfing, being outdoors and spending time with her husband and two children.
Meet the Salt Lake City Financial Advisor Team
Dane Jensen
Wealth Advisor
Dane is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assistance with new client development. Dane has a passion for understanding each of his clients on a more personal level, acknowledging their goals, and concerns, while building a financial plan that is best suited for their future. Prior to joining Beacon Pointe, Dane was an Investment Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked for Stryker and Guardian. Dane graduated from Westminster College with a B.A. in Economics and International Relations. Throughout his time at Westminster, Dane played collegiate golf and was an All-American, two-time Conference Player of the Year, Academic All-Conference, and recipient of the NAIA Champions of Character Award. Outside of financial planning and golfing, Dane enjoys spending time with his wife, Ashlee, and their two daughters.
Ian Martindale
Senior Client Service Associate
Ian is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Ian was a Client Service Associate at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked as a mortgage loan officer. Outside of the office, Ian enjoys traveling, spending time with family and friends, and resides in Draper, Utah with his wife and dog.
John Martindale, CFP®
Partner, Managing Director
John Martindale, CFP®, is a Managing Director at Beacon Pointe and is responsible for high-net-worth relationships and new business development. With over three decades of conceptual financial planning experience, John is well-versed in complicated estates and retirement income planning. As a relationship manager, John advises his clients on wealth accumulation and preservation concepts. He is sought after for his skills in investment and portfolio analysis, tax planning, real estate transactions, insurance analysis, estate planning strategies, and philanthropic giving. Prior to joining Beacon Pointe, John founded Ailsa Capital (which merged with Beacon Pointe in 2023). John graduated with a Bachelor of Science from Brigham Young University and obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and certification from the College of Financial Planning in Denver, Colorado. John places great value in his local and global community and has been active in non-profit organizations since 1988. In 1992, John co-founded the annual Mountain Shadows Golf Classic to benefit the Mountain Shadows Community Homes in Escondido, California, where he has procured over $800,000 in charitable gifts. He currently serves as Past President of the Canyon Education Foundation (Sandy, Utah), where funds are raised to support students and teachers in the classroom, providing college scholarships to graduating seniors. Some of the non-profit organizations he’s had the pleasure of assisting include, The Kidney Foundation of Utah, The Forever Young Foundation, Snowbird Adaptive Sports, Canyons Education Foundation, and the Mountain Shadows Foundation. John enjoys international travel, rounds of golf, and spending time with his wife Tresa, four children, and 3 grandchildren.
Tiffany Bodell
Wealth Advisor
Tiffany Bodell is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Tiffany is passionate about building personal and meaningful relationships with her clients to ensure they reach their goals. Prior to joining Beacon Pointe, Tiffany was the Director of Operations and Wealth Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023). Her previous experience includes Merrill Lynch Bank, Goldman Sachs, and Hightower Advisors. Tiffany earned her Bachelor of Economics from the University of Utah and currently lives in Salt Lake City, Utah. She enjoys golfing, being outdoors and spending time with her husband and two children.
