Intermountain Financial Partners in Salt Lake City is joining the LPL Financial broker-dealer and corporate registered investment advisor (RIA) platforms with more than $700 million in client assets, according to a news release.
Intermountain was formerly with MML Investors Services, the broker-dealer and registered investment adviser subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Springfield, Mass.
The Intermountain team consists of financial advisors Brian Kasteler, Joseph Taylor, Nathan Woodward, Jorge Becerra, Michael Donaldson and Patrick Latimer, and administrative support from Jenna Rosa, Erica Spencer, Colton Kasteler, Haley Glenn and Lisa Becerra.
James Woodward, a financial professional with a career spanning 45 years, founded the Salt Lake City area firm, which serves high-net-worth professionals, retirees, business owners, qualified retirement plans and entrepreneurs.
“As advisors, we have a like-minded approach when working with our clients,” Kasteler said. “Even though we have separate practices, we often rely on each other for input in our specific areas of expertise.”
LPL Financial, headquartered in Boston, is the nation’s largest independent broker-dealer.