Weber State University | Planned Giving Advisory Council

Jim Barlow

Jim Barlow has been in the investment advisory business for over 40 years and has specialized in innovative estate, business, and retirement planning solutions for the past six years. He focuses on high-net- worth and high-income-earning professionals, partnering with an industry leader known for expertise and alternative thinking. Together, they offer financial solutions that are high quality, durable, and cost- effective. At OakTree, they understand that value is achieved only when solutions are sustainable in all aspects. This commitment to excellence has enabled OakTree and its partner to secure over $5 billion in loans and achieve the highest persistence rate in the insurance industry.

[email protected] | 801-698-1329

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

As a resident of Utah County and a former Weber State Football player who played 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 WSU in 2016.

Cole is from Lehi, Utah, where he lives today with his wife, Tara, and their children, Cammon, Creyton, Cala and Cree. In his free time, Cole enjoys hunting, fishing and riding horses.

[email protected] | 801-930-6500

Doug Fadel

Doug has been a practicing attorney since 1994. Focusing on 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 clarity that allows them to move forward together in ways that benefit and empower themselves, help their communities, 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 a co-owner and partner at Topline Business Management, LLC in Los Angeles. After starting his career at a CPA firm, he transitioned to business management, working at top firms for over a decade before founding his own company in 2017. Joe, who prides himself on his role as a business manager, handles various tasks for clients, including bookkeeping, budgeting, tax planning, estate planning, and risk management. He graduated from Weber State University in 2003 with a B.S. in Accounting, where he also participated in Beta Alpha Psi. Joe is a licensed CPA in California and a member of the California Society of CPAs.

[email protected] | 424-219-1077

Kelly MilesCouncil Chair

Kelly Miles, a partner at Froerer and Miles, PC for 35 years, specializes in estate planning, trusts, and probate. He is a member of the Utah State Bar's Estate Planning, Elder Law, and Tax Sections, recognized by Utah Legal Elite, and holds an AV Preeminent Peer Rating. His community roles include former State Representative for Utah House District 11, founding board member of the Boys and Girls Clubs of Weber/Davis, and Honorary Commander of the 75th Air Base Wing. He earned his BS in Business Management from Weber State College and a joint MBA/JD from the University of Utah.

[email protected]

Brent Moyes

Brent Moyes, a seasoned professional with Northwestern Mutual for 8 years, currently serves as Chief Growth Officer after 7 years as an advisor. A Utah native, Brent has been happily married for 22 years and is a proud father of four. He values family time and enjoys outdoor sports like hiking and biking. He graduated from Weber State University with a degree in Technical Sales and Communications and was a key player on the 2002 National Championship soccer team.

[email protected] | 801-388-9431

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

Jim Parke

Jim Parke is a distinguished attorney, business executive, and board member known for his expertise in legal counsel, corporate governance, and strategic leadership. Parke combines legal acumen with business insights to offer comprehensive solutions to his clients. As a Partner at Keele & Parke, LLC, and former CEO of Otter Products and Blue Ocean Enterprises Inc, Parke spearheads strategic development and operational management, leveraging his extensive experience in corporate structure, finance, and startup mentoring. Beyond his executive roles, Parke is actively involved in the community, serving on the board of Poudre Valley Health Care and the advisory council for the College of Social Sciences at Weber State University. As a keynote speaker and mentor, Parke shares his insights on ethics, entrepreneurship, and innovation, inspiring individuals and organizations to achieve their goals with integrity and excellence.

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 has over 30 years of experience managing his own accounting, law, and tax practice while serving individuals, families, and businesses in asset protection and legacy planning. He has worked in California, Maryland, and Utah, providing comprehensive planning for various entities. Originally from Ogden, Utah, Brent began his practice there in 1992 but has lived and worked in California since the early 1980s, including the San Francisco Bay Area, Inland Empire, Los Angeles, and Orange County. He is also active in church and community service.