Planned Giving Advisory Council

Brittany Brown

Brittany is a practicing attorney in Northern Utah and primarily focuses her practice in the areas of estate planning, trusts, wills, probate administration, and family law. Brittany has been practicing law since 2009 and is a partner and co-founder of the law firm Richards & Brown Law located in Davis County, Utah. Brittany is a proud graduate of Weber State University and the Goddard School of Business.

[email protected] | 801-773-2080
Cole Cooper

A resident of Utah County and former Weber State football player who graduated in 2001, Cole is a Vice President of Investments with a comprehensive financial planning and wealth management firm in Salt Lake City. Cole is proud to have created the Cole Cooper Quarterbacks Scholarship at Weber State in 2016.

[email protected] | 801-930-6500
Doug Fadel

Doug has been a practicing attorney since 1994. Focusing in estate planning, Doug is a respected attorney with extensive experience in estate, retirement, and charitable giving. Doug is the founder of a full-service estate planning firm located in Bountiful, Utah.

[email protected] | 801-294-7777
Mike Giles

Mike focuses on client matters related to federal and state taxation, estate and gift tax planning, probate and trust administration and guardianship and conservatorship law. Mike also advises businesses and their owners regarding the tax implications of entity choice, operations, and acquisition transactions of all sizes.

[email protected] | 801-438-2000
Michael Malmborg

Michael is a shareholder and member of his firm's Trust, Wills and Estate Planning sections. Michael has extensive experience representing clients with respect to tax and estate planning, asset transfer and preservation planning.

[email protected] | 801-395-2424
Scott Mathewson

Scott helps families discover and refine their purpose and the purpose of their wealth, then integrate this process into their strategic and technical planning. A family united in purpose brings a clarity that allows them to move forward together in ways that benefit and empower themselves, help their community, and nurture successful next generation family members. Scott graduated from Weber State with a Business Economics degree in 1989 and spent the next 20 years living in Texas working with families in Texas and Oklahoma. He returned to Utah in 2010 and still works in various capacities with 30 families of wealth, helping many of them navigate through three generations.

[email protected] | 801-984-8175
Joe McGill

Joe McGill is co-owner and partner of Topline Business Management, LLC. Topline is a boutique Entertainment Business Management firm located in Los Angeles, CA where it caters to all things entertainment. The firm client roster consist of actors, comedians, directors, writers, producers, recording artists, social influencers and talent management companies.

Joe spent the first three years after college working for a traditional CPA firm before making the switch over to business management where found his true calling and he spent over a decade honing his skills working for some of the top business management firms before starting his own firm in 2017.

Joe's role as business manager is something that he takes great pride in. As the"Quarterback/CFO" for his clients, he gets to wear many hats and does everything from bookkeeping & bill pay, budgeting & cash control, income tax planning & preparation, assisting in estate planning, risk management & insurance matters, assisting in procuring of assets and anything else that may come up for a client that is legal in nature.

Joe received a football scholarship to Weber State. During his time at Weber State he was a member and officer of Beta Alpha Psi. He is a 2003 graduate of Weber State with a B.S. in Accounting. He is a licensed CPA in state of California and is a member of the California Society of CPAs.

[email protected] | 424-219-1077
Kelly Miles

A partner with the Ogden law firm of Froerer and Miles, PC for 35 years, Kelly Miles' practice centers on estate planning, trusts and wills, and probate and estate settlement. He is part of the Utah State Bar's Estate Planning, Elder Law, and Tax Sections. He is recognized by Utah Legal Elite, rated by Martindale-Hubbell with an AV Preeminent Peer Rating, and is a Barrister with the Rex E. Lee American Inns of Court.

His community service includes State Representative, Utah House District 11 from 2017-2022, Founding Board Member of the Boys and Girls Clubs of Weber/Davis, Past Chair of the McKay Dee Hospital Board and Ogden Weber Technology College Foundation, and current Honorary Commander of 75th Air Base Wing, Hill Air Force Base.

Kelly received his BS in Business Management at Weber State College and his joint MBA/JD at the University of Utah College of Law and Graduate School of Business.

[email protected]
Joseph Nielson

Joseph's area of focus is financial planning and investment portfolio management. He collaborates with his clients to identify their goals, set up milestones, and decide on specific, measurable actions. Joseph has a special affinity for family-owned businesses. His father ran a successful business for 25 years but lacked critical guidance on his transition into retirement. Joseph's passion is to provide the service his father was missing. He strives to help other family-owned businesses make sure they have an adaptable, long-term financial plan, including exit and succession strategies. He also competes in amateur powerlifting and strongman events.

[email protected] | 801-733-2408
Mackae Potter

Mackae Potter LUTCF, is a Financial Services Entrepreneur and a 27-year veteran of the Financial Services Industry specializing in risk management and retirement strategies. He is the Managing Partner of a multi-state insurance agency. Mackae is also a Founding Member of an insurance business that offers dually licensed Real Estate, Mortgage, and Title professionals an opportunity to help borrowers protect the equity in their homes, by protecting their ability to pay their mortgage "win, lose or draw." His financial services philosophy is "safety first."

[email protected] | 801-564-5480
Brent Rose

Brent helps individuals, families and businesses protect their most valuable assets and leave a legacy as well as serving others through many church callings and community service opportunities. In addition to managing his own accounting, law and tax practice for over 30 years, he has extensive and diverse experience in accounting, financial services, and law firms (regional, national and international) in California, Maryland and Utah creating and implementing comprehensive business, charitable, estate, financial and tax planning for individuals, families and closely held businesses (corporations, LLCs and partnerships). Brent was born, raised, educated, and began his own accounting, law and tax practice in Ogden, Utah, in 1992 but considers himself a "Californian with Utah pioneer roots" as he has lived, provided community service, and worked in the San Francisco Bay area (in the early 1980's and 1990's) as well as lived and worked in the Inland Empire, Los Angeles and Orange County since 2004.

[email protected]