Meet the Team
Financial service professionals should be people of the highest character, men and women of integrity and honor. I grew up in a time where personal relationships were important, I was taught to treat others like you would like to be treated. In a world where financial turmoil is commonplace, the stock market is flux, and solid financial principles are becoming extinct, M3 Wealth is promoting financial education.
We focus on more than growing assets and marketing quality products. We are concerned about every facet of your portfolio, your debt, your budget, emergency savings, college planning, estate planning, how to live comfortably in retirement, and so much more… We care about you!
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Managing Partner:
Financial Cartographer / Business Consultant
VP of Lending Operations
Idaho Falls, Rexburg & Brigham City Offices
Contact:
(208) 542-1010 (W)
(208) 528-9559 (F)
duane@m3wealth.com
Areas of Emphasis:
Financial Cartographer
Business Consultant
Creative Financing Solutions
Retirement Planning
Wealth Management
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Marketing Director/Strategic Partner:
Social Security and Retirement Specialist
St. George & Logan Offices
Contact:
(435) 938-8968 (W)
(435) 363-7643 (F)
drans007@netzero.com
Areas of Emphasis:
Retirement Planning
Social Security Expert
Risk Management Advisor
Marketing Director
Certified Life Coach
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Executive Assistant:
Seminar Coordinator
Utah Offices; Brigham City & Logan
Contact:
435-720-0040 (W)
208-528-9559 (F)
amanda@m3wealth.com
Areas of Emphasis:
Customer Service Representative
Retirement Planning Support
Seminar Coordinator
Client Liasson