ASHWORTH WEALTH - Key Persons
Job Titles:
- Financial Advisor
- Instructor
Barry joined Ashworth Wealth, LLC in the fall of 2012. After 20 years of being on the road as a Business Development and Practice Management expert, it was time to pull back and spend more time with family and clients. During that time, Barry represented several of the country's largest asset management companies. He travelled around the entire country, personally coaching and training industry professionals in the art and skill of becoming wealth managers. Barry has experience in delivering prudent business-building services and techniques that were designed to create long-lasting client relationships and successful businesses.
With 30 years of industry experience, Barry has extensive knowledge of the investment advisory business, with a focus on Asset Allocation and Financial Planning. With a degree in Finance and Financial Planning, his primary focus is to help clients in their efforts to achieve their financial goals. Barry has been a regular presenter to civic groups, professional organizations, students and clients on obtaining financial success through following sound, academically based investment principles.
Barry has been a guest Instructor and Lecturer at both Brigham Young University and Utah Valley University. He lives in Alpine, Utah with his wife Sara. They are the proud parents of five children, and now are enjoying their six grandchildren. The family is very active in outdoor activities including skiing, hiking, boating and exploring the Wasatch Range. Barry is a senior member of the Utah County Sheriff's Search and Rescue Team. He is a former President of the Utah Valley Chapter of the Marriott School's Management Society. Barry has served on various civic and professional organizations, including the Board of Directors of the Provo/Orem Chamber of Commerce, Boy Scouts of America, and The Financial Planning Association.
Bryce joined Ashworth Wealth, LLC in the spring of 2018. Before joining Ashworth, Bryce was with Fidelity Investments. While at Fidelity, Bryce's was an international stock trader and Relationship Manager. As an international trader, Bryce was responsible for trading securities not only in the United States but also in Canada, United Kingdom, Japan, South Korea, Hong Kong, and Australia to name a few. Trading in these countries required Bryce to work closely with his clients and their accounts to integrate foreign securities into their allocation strategies. Most recently, Bryce was a Relationship Manager to the Southern California region. In this capacity; he developed allocation strategies, created income streams, and developed tax efficient financial plans for clients. While at Fidelity, he completed the course work for the Certified Financial Planner designation commonly known as the CFP.
Bryce played colligate rugby for the University of Utah. He lives in the Sugarhouse area of Salt Lake City with his wife, Lauren. They are very active in the outdoors in their spare time. They enjoy all the winter and water sports, hiking, camping, travelling, and rock climbing. Bryce is actively involved with the community; regularly volunteering at the day shelter St. Vincent de Paul with Catholic Community Services(C.C.S.), refugee cases with C.C.S, and with the Intermountain Health Care Foundation.
Scott is a Principal of Ashworth Wealth, LLC, an independent registered investment advisory firm in Salt Lake City, Utah. Scott has been helping high net worth families and business owners with their wealth management, strategy and business structuring since 1996.
In 2002, Scott was one of the founding members of Ashworth Financial Advisors, LLC and helped form the planning philosophy and structure that is applied to all clients. In 2010, Ashworth merged with Empey Financial, Inc. to form Ashworth & Empey Financial, LLC. In 2018, due to the firm growing both organically and via acquisitions, Ashworth & Empey Financial, LLC was rebranded as Ashworth Wealth, LLC. Scott has been asked to speak on the subject of asset allocation, investments, modern portfolio theory, taxation, and wealth preservation to universities, civic groups and professional conferences.
Prior to Ashworth Wealth, LLC Scott was an advisor for one of the largest fee-based consulting firms in the Intermountain West. Scott attended both Brigham Young University and the University of Utah.
He is married to Julie Thomas, who is an avid marathoner. They have six children. Away from the office, Scott enjoys fly fishing, skiing, mountain biking, and being in the outdoors. He is active in his church and has been heavily involved in Boy Scouts of America for the last 15 years.
Robert joined Ashworth Wealth, LLC in June 2013. His main area of focus is retirement plan servicing and design. Prior to joining Ashworth, Robert worked as a retirement plan specialist for Paychex from July 2006 to May 2013. His experience in working both on the recordkeeping and financial side of 401(k) and other types of retirement plans gives him the experience to take a comprehensive and unique approach to designing a company's retirement benefit program. His approach strives to be all-inclusive, pairing low-cost, asset-class based investing with highly efficient retirement plan administration.
He is married to Melinda Woods and they have two sons and a daughter. Away from the office Robert is an avid golfer and enjoys spending time with his family. In addition to his time spent working with clients, Robert teaches Personal Finance and Sales at LDS Business College and spends time volunteering with Melinda as a Wish Granter for the Utah chapter of the Make-A-Wish Foundation. He resides in Herriman, Utah.
Sara is the executive assistant for Ashworth Wealth, LLC. She not only loves providing back office customer service to each client, but also manages the administrative issues of the office as well. In addition to client service, Sara also manages all human resource and accounting management for the office. Sara is an integral part of keeping each advisor free to spend time meeting and servicing each client.
In her spare time, Sara enjoys traveling, fashion, reading and spending time with her family and friends. Originally from Herndon, Virginia, she currently resides in Salt Lake City, Utah.
Sara Turner is not registered with Royal Alliance Associates, Inc.
Todd is a Principal of Ashworth Wealth, LLC, and independent investment advisor representative serving over 150 high net worth individuals, families and businesses. His focus is helping each of them with all aspects of their wealth management and financial planning.
As a founding member of Ashworth Financial Advisors, LLC in 2002, he helped form the planning philosophy and structure that is applied to all clients. In 2010, Ashworth merged with Empey Financial, Inc. to form Ashworth & Empey Financial, LLC. In 2018, due to the firm growing both organically and via acquisitions, Ashworth & Empey Financial, LLC was rebranded as Ashworth Wealth, LLC. His philosophy is to leave no stone unturned during the planning process, while taking a "think outside the box" attitude. His simplistic approach helps clients understand complex business and financial situations. Todd helps bring clarity and focus in all aspects of the financial process as he helps clients navigate through an ever changing economic environment.
Formerly, he was a senior advisor with Sterling Financial Group, LLC in Salt Lake City, Utah. During his tenure at Sterling, he served on the firm's management team and helped train over a dozen advisors. He has been active in the financial advisory business since 1995. He also has served extensively with several non-profit organizations during his career including Make-A-Wish Foundation of Utah, Boy Scouts of America, and several local youth baseball leagues. Todd regularly speaks to civic groups and other professionals at a variety of conferences and on various financial topics.
He is married to the former Meisha Bird of Shelley, Idaho. Together, they have 5 children, three of which still live at home. In his free time, Todd enjoys attending sporting events, coaching youth baseball, fly fishing, and golf. He resides in Highland, Utah.