it's time you start investing with confidence

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A proven approach

Learn About our Proven Process

We are proud to offer a diverse group of individuals with varied financial service experience. We are all highly professional and fully licensed advisors ready to prove ourselves to you, your friends, and your family! Our recommendations are unbiased and impartial. Our Management Team possesses over 100 years of industry experience, and we have every confidence that we can give our clients a comprehensive, knowledge based, and experienced backed plan.

Since 2000, we have helped create programs and portfolios to meet long-term financial goals for numerous clients. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be happy to assist you with our simple process!

Education

We begin by educating you on the different ways we can help you manage your finances.

Analyze

Then, we analyze your goals and compare them to your current portfolio.

Recommend

After, we recommend an investment strategy designed to meet your risk tolerance.

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how are we different?
Why Lift Financial?

Our team is made up of people with different kinds of finance experience, but we all have this in common: a commitment to ethics and integrity. We’re all fully licensed and credentialed fiduciaries. You can count on unbiased recommendations and impartial guidance.

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We do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest. Our agents only select investment vehicles from accredited financial institutions that are considered best-in-class for our clients’ specific needs.
We can coordinate financial planning, estate planning, investment management and risk management, all in-house. At Lift Financial, we have a full arsenal of strategic partnerships that we want our clients to take full advantage of.

At Lift Financial, we assign our clients to a comprehensive advisory team with a strong background, including degrees in business, finance and economics, plus MBAs and law degrees. You wouldn’t hire a doctor who didn’t have a medical degree, and you should expect your advisory team to be educated and properly credentialed as well. Your team will include an Investment Advisor Representative (IAR), a Certified Public Accountant (CPA), a Certified Financial Fiduciary® (CFF) and an estate planning attorney.

your retirement is in good hands

Meet the Lift Financial Team

john bergquist

President/Investment Advisor Representative Certified Financial Fiduciary® (CFF)

about john

jeff bush

Partner/Investment Advisor Representative Certified Financial Fiduciary® (CFF)

about jeff

jeff wood

Partner/CPA, CMA Investment Advisor Representative

about jeff

Alan Fletcher

Partner

about alan

callie stillman

Partner

about callie
invest with confidence

Gain the confidence you need to take the first step towards a better retirement with Lift Financial.

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john bergquist

President/Investment Advisor Representative Certified Financial Fiduciary® (CFF)

John began his investment career in 2000 as a planner with Transamerica. John is a Certified Financial Fiduciary® (CFF), has his Series 65 license, as well as his Life& Health license. He is incredibly passionate about educating individuals and families on finances. For John, it is so rewarding to help his clients reach their financial goals and aspirations, plan for their future retirements, and help them prepare for difficult financial times. John is known for giving his clients the greatest of care and views each one of them as dear friends. John's writings have been published in many news outlets including Forbes, MSN Money, Yahoo! Finance, U.S. News & World Report, Investopedia and more. John lives in Riverton, Utah with his wife and 6 children. He is an avid sports fan and spends his free time cheering on his children at their various sporting events.

Jeff Bush

Partner/Investment Advisor Representative Certified Financial Fiduciary® (CFF)

Jeff has been a leading professional in the financial services industry since 2004. Jeff is a Certified Financial Fiduciary® (CFF) and has his Series 6, 63, 65, Life & Health, and P&C licenses. Jeff has had various experiences and training with multiple firms including Transamerica and Farmers Insurance Agency. Jeff is dedicated to helping his clients achieve their financial goals, and his loyal commitment to them is paramount. His 'no nonsense' approach to helping his clients achieve their goals probably stems in some part from his experience as a law enforcement officer prior to entering into a career in financial services. Jeff Busch has been published in U.S. News and Yahoo! Finance. Jeff lives in Riverton, Utah with his wife and four children.

Jeff Wood

Partner/CPA, CMA Investment Advisor Representative

Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte,. He and his wife, Annmarie, have lived in Japan, California, and are now back to their roots in Utah. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face. Jeff and his wife live in Saratoga Springs, Utah with their four children and two dogs.

Alan Fletcher

Partner

Alan began his career in finance in 2015 with Farmers Insurance Agency and transitioned to Lift Financial in early 2020. Alan currently holds Life & Health as well as P&C licenses in multiple different states. His passion for finance comes from the belief that everyone should be “in the know” and deserves the opportunity to know how to achieve their financial goals. Alan’s goal is to help individuals and families identify and accomplish their specific dreams through education and plan implementation. Alan graduated from the University of Utah with a Bachelor of Art in History. Alan and his wife live with their three children in Cottonwood Heights. They enjoy the beautiful outdoor landscape Utah has to offer, various sports, and any chance they get to cheer on their kids.

Callie Stillman

Partner

Callie was born and raised in Utah, 6 of 9 kids. Coming from a large family she quickly learned that she had to work if she wanted to do anything other than chores. Callie started working at 15 to help pay for school, sports, and extracurricular activities. Callie continues to love sports, fitness, and movie marathons. As the favorite Aunt it is Callie's duty to play with her nieces and nephews as often as she can. Callie takes that job very seriously! When her father passed it opened her eyes to the pain of being unprepared. Callie found Lift and happily found that their mission matched her own. Helping people get a plan that makes them feel safe and excited for their future is something everyone deserves. Callie's strives to have people leave her office in better shape than when they walked in.

Lift Wealth Management, LLC is registered as an investment adviser in the State of Utah. Lift Wealth Management, LLC and individuals associated with it as investment adviser representatives (each a “Representative”) may transact business in a state other than Utah only if first registered by such state, or exempt from such registration requirement. Follow-up, individualized responses by Lift Wealth Management, LLC or a Representative to persons in a state using any contact method that involves the rendering of personalized investment advice for compensation will not be made absent compliance with such state’s registration requirements or a valid exemption. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
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