| About Murray |
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Terry McPartlandTerry A. McPartlandOffice: 801.365.0480 Terry McPartland is the General Agent for the McPartland Group Financial Services Agency of the Guardian Life Insurance Company of America in Utah, Idaho, Wyoming and Nevada. Terry graduated with his BA from Washington State University in 1979, where he was introduced to the Financial Services industry as a college intern. His over 30 years in the Financial Services Industry has given him unique insight into recruiting, training and educating new agents and experienced agents about the need for Financial Services. Prior to becoming a General Agent, Terry worked in the financial services industry as a college intern, agent, and district agent and still continues to teach sound financial principles to clients and colleaugues alike. Terry achieved MDRT numerous times and has placed over 1,000 individual lives in force during his career. Terry has assembled a talented group of individuals with specialists in all areas of the financial industry. The McPartland Group Financial Services offices that can help you with a full range of planning. Terry currently serves on the Field Advisory Board of Guardian Life Insurance Company of America and has received the Power of 12 Award for excellence in Recruiting. Terry currently lives in Sandy, UT with his wife LuAnne where they have raised their 7 children. Terry and LuAnne like to travel and spend time with Family and friends. Corey McPartlandCorey McPartlandOffice: 801.365.0480 Corey McPartland is a Disability Income Supervisor for the McPartland Group and has been with the group since 2004. He works with representativies to protect their clients from the financials risks of sickness or injury. He specializes in working with insurance professionals who focus on the medical and white collar professional market Corey is licensed in Utah and Washington. Corey and his wife, Britt, live in Salt Lake City.Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, N.Y. Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state. Jeff JohnsonJeff Johnson, CFP®Office: 801.365.0480 Jeff received his B.A. in Finance in 1998 from Utah State University. Steve LarsenSteve LarsenOffice: 801.365.0480 Steve Larsen is a Registered Representative and financial services professional. His passion in his business is helping people weigh and make sound financial decisions. He is most definitely a people person who genuinely cares about the people he meets with. His hope and desire is to teach and educate others how they can make their money work for them in the most efficient manner possible. Steve is a Registered Representative for Park Avenue Securities, a nationwide broker/dealer. Steve is licensed to help individuals and small businesses with a variety of insurance products including life, health, disability, and long term care. He is also licensed to assist with fixed and variable annuities, mutual funds, and retirement accounts like 401(k), IRA, Roth, etc. Steve also has a passion for the outdoors, especially fishing. Steve has realized his dream of having an Alaskan lodge which he visits regularly. Steve’s wife is Nicole, and he has four children: Erec, Korin, Thomas, and Joshua. Jaclyn FieldsJaclyn B. FieldsOffice: 801.365.0480 Ms. Fields came on board with The McPartlandgroup in August of 2007 and brings with her over 13 years of Retirement and Estate Protection experience for individuals and business owners alike. Ms. Fields began her career in the insurance and financial services industry in 1996 with one of Arizona’s largest and most successful Estate Planning Firms, National Future Benefits, Inc. of Scottsdale, Arizona. By successfully assisting her clients in the growth and protection of their estates, Ms. Fields has been recognized by some of the nation’s largest life insurance companies as a top producer in her field. A strong proponent of the “team approach”, Ms. Fields works closely with Estate Planning Attorney’s, CPA’s and other industry specialists to ensure her clients are receiving the best possible service and products available. Ms. Fields believes the best way to serve an individual and/or business owner is to coordinate all aspects of their estate and often acts as the “Quarterback” for her clients by overseeing the coordination of the team’s efforts. Ms. Fields relocated to Utah in June, 2005 to be closer to her extended family and currently lives in Park City, UT.
Cody WilsonCody J. WilsonOffice: 801.365.0480 Cody Wilson is preparing to join the McPartland firm full time after graduating from the University of Utah in May of 2009 with a degree in Finance. He has been interning with the firm since December of 2007 and has built a greater financial education on top of his degree. Achieving financial success continues to be an elusive target for most Americans. Cody takes clients through a process that allows them to obtain a new perspective on the challenges and strategies of successful protection and wealth building. He helps clients build financial strategies based on facts rather than opinion. His macroeconomic point of view develops strategies to achieve maximum wealth while minimizing costs and inefficiencies. This allows his clients to spend and enjoy wealth while ensuring that their plan for financial success works under all circumstances. Aside from continually studying and enhancing his financial education, Cody is an avid golfer and tennis player. Being outdoors and spending quality time with family keeps his life balanced. His voice can always be heard cheering for the Utah Utes when they are rolling. Cody resides in Salt Lake City, UT with a growing business focus in Idaho. Cody is licensed to sell insurance in Utah and Idaho. Jeff HansenJeff HansenOffice: 801.365.0480 Jeff is an Investment Advisor Representative of Park Avenue Securities and is working towards completing his CFA designation. Jeff takes pride in his ability to provide clients with non-bias recommendations concerning investment and insurance planning. Jeff enjoys working with families and business owners in helping them achieve their financial goals. Taking a service-oriented approach has always been a staple in Jeff’s career as well as his life. Jeff is licensed to sell insurance in Utah. When Jeff is not working he is busy driving his wife Kourtney crazy, studying and researching equity and fixed income strategies, Interest/fixed income derivatives; Separately managed accounts, and following institutional money managers. |
