Passionate Wealth Management & Insurance Solutions

Life happens, & when it does we will stand behind to catch you.

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  • Personal Insurance

    Home, Auto, Life, & Health Insurance.

  • Retirement Planning

    It’s never too early or too late to start planning for your future. Planning revolves around you, your needs, and what matters most to you.

  • Commercial Insurance

    Business General Liability, Workers Compensation, Commercial Auto Insurance

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.
  • Working with Axel has given me the confidence to make better financial decisions. I really appreciate how he has educated me about the different opportunities that exist to invest! Thank you for always going above and beyond.

    Brianda G

  • The Luna Group provided me the Best experience while looking for Medical Insurance. Fast, simple and friendly. I am definitely recommending Axel to anyone in the market for coverage. Do not hesitate. Give them a call Immediately!

    Cristian L

  • I had a phenomenal experience working with Axel Luna & his team. They not only saved me thousands of dollars on my insurance but got me great coverage. I highly recommend working with the Luna group for all of your insurance and retirement needs.

    Kenny N

  • Axel Luna, has helped me and my family both. He made everything clear and straight forward for our life insurance needs. He’s amazing guy to work with. I highly recommend Axel. Everyone on his team is very friendly and willing to help. The Luna group will always be my go to. Give them a try and you won’t be let down. I promise you!

    Dominic P