BANGERTER FINANCIAL SERVICES, INC.

Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals, we are committed to helping people, just like you, to create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges, however, along with those challenges comes opportunities and potential rewards.

We work closely with our clients to evaluate those opportunities and get them in the position to reap those rewards. We enjoy helping people build a solid financial foundation for the future. We invite you to check out all of the material on our website. If something prompts a question, please send us a quick email or call our office. We are looking forward to speaking with you.

ABOUT OUR PRESIDENT AND FINANCIAL COACH

As the President of Bangerter Financial Services, Jeffrey Bangerter is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Jeff works to help his valued clients prepare for and enjoy retirement. Jeff truly enjoys helping his clients find the best ways to live a fulfilling life and believes that people can do amazing things when money worries are put at ease.

Jeffrey Bangerter

President
Bangerter's President, Jeffrey Bangerter

The Bangerter Process

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Discovery

Get to know one another and learn about your needs.
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Strategy

Develop an investment strategy custom tailored to your unique needs.
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Implementation

Successfully implement your customized investment strategy.
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Monitoring & Adjusting

Monitor & adjust your investments as needed to ensure they are consistently performing to meet your needs.

BANGERTER 4 STEP PROCESS

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each and every client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting

We monitor your accounts on a regular basis to ensure they are still performing in a way that meets their intention. If we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we are quick and accommodating to all adjustments.

Bangerter Financial Services, Inc.

Our Team of Licensed Financial Advisors

Bangerter's Vice President of Brokerage Operations, Rikki Foster

Rikki Foster

Vice President of Brokerage Operations

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Bangerter's Managing Director, Aaron Oborn

Aaron Oborn

Managing Director | Financial Advisor

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Eric Barbarita

Eric Barbarita

Managing Director | Financial Advisor

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Bangerter's Managing Director, Andrew Kraffert-Gora

Andrew Kraffert-Gora

Managing Director | Finanacial Advisor

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Concorde Investment Services, Inc.

Our Team of Securities Licensed Registered Representatives

Bangerter's Vice President of Brokerage Operations, Rikki Foster

Rikki Foster

Vice President of Brokerage Operations

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Bangerter's Registered Representative, Gaston Escudero III

Gaston Escudero III

Managing Director | Registered Representative

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Eric Barbarita

Eric Barbarita

Managing Director | Financial Advisor

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Bangerter's Managing Director, Aaron Oborn

Aaron Oborn

Managing Director | Financial Advisor

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Andrew Kraffert-Gora

Managing Director | Finanacial Advisor

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Bangerter Financial Strategies, LLC

Our Team of Professionals

Bangerter's Sales Manager, Kody Keroher

Kody Keroher

Client Services Rep Manager

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Bangerter's Client Service Representative, Mathew Brosh

Matthew Brosh 

Client Service Representative

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Ashlie Elmer Headshot (1)

Ashlie Elmer

Office Manager

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Cassie Bangerter

Cassie Bangerter

Operations Manager

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Bangerter's Alternative Account Executive, Kristi Scott

Kristi Scott

Alternative Account Executive

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Melissa Bowers

Melissa Bowers

Senior Administrative Manager

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