Gardner Brown

Wealth Management Advisor

My Team

Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Brian S Lifferth

Brian S Lifferth, MBA, CFP®, RICP®, CLU®

Office 801-533-8444

Brian began working with Gardner in May of 2004. He is dedicated to helping clients build and grow their finacial portfolio to create security now and in the future. He is a valued partner who understands the challenges we all face when navigating the peaks and valleys of the markets. In addition to a Bachelors degree in Accounting and a Masters in Business Administration from the University of Utah, Brian has earned the CERTIFIED FINANCIAL PLANNER™(CFP®) and Retirement Income Certified Professional (RICP) certifications. Formal education assists clients in real world applications during all phases of financial planning.

When Brian isn’t building financial plans, he enjoys hiking with his wife Cindy and their four children, running and mountain biking.

 
Lexie L Sorensen

Lexie L Sorensen

Office 801-525-2300 ext. 109

Lexie began her carrier with Northwestern Mutual in July of 2009. With more than 10 years in the industry, she is very familiar with risk needs and processes. She maintains her Accident Life and Health license. This assists in evaluating and determing clients LIfe Insurance, Disability, and Long Term Care needs and building plans/policies that will protect incomes, families and future wealth. She uses her relatable personality to provide excellent customer service.

In her spare time, she enjoys camping, boating, travelling to the beach and cooking. She is married to Walt and they have 2 busy girls to chase after.

 
John R Call III

John R Call III

Office 801-533-8444

Johnny started his carrier with Northwestern Mutual as an intern while attending Dixie State University. In addition to earning a Bachelor’s degree in Mathematics, with an emphasis in business, he maintains a Series 6, 63, and 7 registration as well as Life, Accident & Health Insurance Licenses. Johnny is great at applying his analytical skills used in mathematics when reviewing and helping to create a client’s financial plan. By understanding how a plan’s various components interact, he is better able to help our clients create a plan that allows them to reach their goals.

Johnny enjoys spending time with his wife Jessi, their two children, and their dog. You can find them searching for antler sheds, ice/regular fishing, 4-wheeling, yard work, camping, goofing off, and simply watching movies.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck