Passionate Wealth Management & Insurance Solutions
Life happens, & when it does we will stand behind to catch you.
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Our firm has contracts with over 50 carriers allowing us to analyze the clients situation and finding them the perfect fit for the least amount of premium.
Axel Luna, Founder & Managing Partner
Our Founder
Axel began his career at New York Life at age 20, demonstrating rapid advancement. He spent four years at New York Life, achieving notable recognition when nominated by Utah Business Magazine for their "20 in their 20s" list. Winning the award at age 23 made him the youngest recipient that year. Subsequently, he assumed the role of Managing Director at another financial planning and insurance company before establishing his own brokerage shortly thereafter.
Over the past four years, his brokerage has flourished into a multi-million dollar agency. Initially composed of a 10-member team, they successfully acquired approximately 100 new clients monthly, positioning themselves for significant growth to potentially become one of the state's largest firms within the next five years. Their achievements attracted the attention of Platinum Insurance Group, which acquired their agency. As part of the agreement, Axel was appointed President of Sales for over 150 agencies nationwide, replicating the successful strategies implemented at their own brokerage.
Beyond Axel's professional endeavors, he leads a fulfilling personal life with his spouse, Morgan, and their four children: Brixton, Olivia, Charley, and Gabriella. As a family, they share a passion for travel and quality time together.
