Meet the Team

Dane is a CERTIFIED FINANCIAL PLANNER^® professional, PIM Portfolio Manager, and one of three partners of the FWM Group of Family Wealth Management including Josh Burgon and Jason Peterson. He is pleased to work with the entire FWM group which also includes Administrative Assistant, Robyn Crane. Dane has served as a financial advisor to many high-net-worth families since 1998.

Dane is passionate about diving deep into the complexities of a family’s wealth and values. This process often uncovers opportunities to improve their family’s outcomes by, aligning their wealth with their values, engineering their sources of income, improving the tax flexibility of that outcome, and improving the transfer of assets and values to the next generation. He takes the time necessary to educate his clients as he assists in planning their wealth.

Dane graduated from the University of Utah with a B.S. in Finance with an academic emphasis in Securities, and Real Estate. Dane holds the Series 7, 63, and 65 securities registrations. Dane has extensive knowledge of the wealth management process, experience in the areas of trusts and estates as well as advanced investment and planning strategies. He has been honored to be able to assist many families as they administer their estates.

Dane serves his community in the Boy Scouts of America as a volunteer adult leader and has served on the local Council’s Executive Board. He served as a Chairman of the Endowment of the Great Sale Lake Council, BSA. He has served on the boards of the Granite Education Foundation, The National Academy of Finance, and Greater Salt Lake Home Builders Association. He has also advised several other foundations and endowments.

Away from the office Dane enjoys spending time with his wife Liz, five children and their spouses, and 12 grandchildren. He enjoys the outdoors, has too many hobbies, and stays active in his community and church.

Dane is currently registered to conduct business with residents of the following states:
AZ, CA, CO, DE, FL, GA, HI, ID, MD, NM, NV, OK, TN, TX, UT, WI, WY.

CA Insurance License #0I74178. Resident State [UT].

I grew up in Centerville, Utah and now reside in the city of St. George with my wife, Julie, and my children, Carter and Peyton. My eldest daughter, Tayler, and her husband, Nicklaus also live in the St George area. As a family, we enjoy traveling to any place that has a beach and getting together with friends and other family members. We are an active group who likes to play golf, ride bicycles, and participate in other outdoor activities.

In addition to spending time with my family, my interests include golfing, playing soccer and running in an occasional Spartan Race. I was born in Honolulu, Hawaii and always enjoy the chance to return there. I am a big fan of the Utah Jazz and Real Salt Lake, and enjoy watching football, soccer, basketball and golf. Several years ago, I had the opportunity to be a contestant on the “Wheel of Fortune” game show. It was an enjoyable experience and I even won a few bucks for my efforts. I also served a couple of years on the island of Puerto Rico as a missionary, where I learned the Spanish language. While there, I survived a Category 5 hurricane and made some friends that I still keep in touch with today.

I graduated in 1994 from Utah State University with a Bachelor of Arts degree in Finance. I spent a year at Norwest Bank before joining my father in the brokerage business at Everen Securities. After his retirement, I continued working at Wells Fargo Advisors until July 2022. Now, as a Managing Director of The Brenchley Group of Family Wealth Management, I can utilize my 27 years of investment experience to help enhance the quality of life of the clients I serve. Through comprehensive wealth planning and management, my mission is to partner with my clients to accomplish their financial goals and attain their lifetime dreams and aspirations.

Josh is one of three partners of the FWM Group of Family Wealth Management. Other members include R. Dane Bradshaw and Jason Peterson, as well as a service assistant, Robyn Crane. Josh has served in his role as a financial advisor working with high-net-worth individuals and families for over 32 years, helping them to live comfortably and confidently in their retirement years. Along with his team Josh believes that you start with the end in mind and that planning is the key to long term success in investing.

Planning helps ensure that the client's goals are aligned with investment objectives, and this allows our team at Family Wealth Management to construct a comprehensive investment plan that addresses these goals.

Josh loves his career as a financial advisor. He enjoys helping his clients to secure financial freedom, plan for a comfortable retirement, and achieve a work optional lifestyle. Using the latest advanced planning tools helps guide our clients to focus on the big picture and how they are doing in relation to their stated investment and financial goals.

Josh graduated with an Associate's degree in General Studies from Dixie College, and a Bachelor of Arts Degree in Organizational Communication from the University of Utah. Josh holds the Series 7, 63, and 65 securities registrations. Josh has industry knowledge of the wealth management process, as well as experience in the insurance and annuity business. Having been in the investment management industry for over 32 years Josh has experienced many different market conditions, and that knowledge and experience helps him to guide his clients through all kinds of market conditions. This experience helps him keep them on the path to achieving their long-term goals. Josh loves working with his partners and the Family Wealth Management team.

Josh is currently registered to conduct business with residents in the following states:
AZ, CA, CO, DE, FL, GA, HI, ID, MA, MD, NM, NV, OK, TN, TX, UT, WI, WY

Scott has over 30 years of experience helping clients build, manage, preserve, and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to Investment Planning, Retirement Planning, Tax Planning Strategies, Wealth Management, Asset Preservation, Estate Investment Planning Strategies, and Exit Planning for business owners.

Scott's team follows a rigorous and disciplined process that starts with simply listening to your needs. When we listen, we learn. We learn about your past experiences, current situation, and dreams and aspirations. Then we go to work tailoring a plan specifically for you and your family.

Next, we sit down with you; we explain our findings and recommendations in plain, simple English, not technical jargon. Then we implement the plan together; we continue to review and evaluate your portfolio, adjusting as needed in response to changing market conditions, regulatory changes, or simply changes in our clients' lives. Our goal is to provide you with a clear, written wealth plan that outlines your current position, your objectives, and the steps to help pursue them.

With an emphasis on continuing education, Scott earned the Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) designations from the Investment & Wealth Institute. Scott has also earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience and continuing education requirements. As of May 2026, Scott is one of a small number of financial advisors in Utah who hold all three designations*.

Scott has lived in the Salt Lake City area for 37 years since moving from California. Away from the office, he enjoys many outdoor activities, including golf, hiking, and biking. Scott also enjoys spending time with his wife, Jackie, and his three daughters, Erika, Kathryn, and Nicole.

This information is intended for use only by residents of (AZ, CA, CO, FL, IL, MA, MD, MT, NC, NV, OH, PA, TN, UT, VA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

CA Insurance License # 0D09866. Resident State UT.

*Source: InvestmentHelp.org, May 2026.

Bob Earl, is a founding Partner and Financial Advisor with The Earl Group. He got his start in the business in 1984 after graduating from the University of Utah. For the last 38 years he has built his practice around the individual and has made it his focus to always work hand-in-hand with the client, making sure that all of their needs are met.

Bob and his wife Dana are the parents to four children and five grandchildren.

Sam Earl, is a Partner and Financial Advisor with The Earl Group. For the past 6 years he has been offering clients personalized service and advice. Sam is committed to serving each client on an individual level and helping them plan to achieve both their life and financial goals.

Sam earned a degree from the University of Utah in Business Administration. He and his wife Emily are the parents of three boys. He enjoys playing golf and spending time outdoors with his family.

Sam is currently registered to conduct business with residents in the following states:
AZ, CO, ID, MA, MN, MT, NV, NY, UT, VA, WA, WI, WY

Steven Earl, is a Managing Director and Financial Advisor with The Earl Group. He has over 29 years of experience in investment management and banking. His financial experience includes, Manufactures Hanover in Oslo, Norway, Discount Corp of New York, Zions Bank, Prudential Securities, and its successor firms. Steve’s focus is to provide a personal planning process for each individual client so that they can achieve a lifetime of financial goals

Steve earned a degree from the University of Utah in Economics. He and his wife Ingunn are the parents of three children and two grandchildren. He enjoys playing golf, riding bikes and spending time with family in the outdoors.

Steve is currently registered to conduct business with residents in the following states:
AZ, CA, CO, ID, KS, MS, MT, NV, UT, VA, WA, WY

California insurance license #0C79413. Resident State UT.

Jason is a Founder & Managing Partner of The FWM Group who brings over 24 years of experience in financial services to the practice and his clients. Prior to cofounding Family Wealth Management, he held the position of Vice President with First Trust Advisors, an institutional money manager, in Wheaton, Il.

Earlier in his career, Jason owned and operated Head-to-Head Irrigation and Landscaping, and later served as President of Chicago Edison Company in Naperville, IL. His career in financial services began with a subsidiary of Aegon Group from the Netherlands in 1998.

Jason is most proud of his wife and two young children. When he is not helping them with homework, rough housing, and generally being silly with the kids you will find him reading and studying.

Danny is a Registered Client Associate at The Thorpe Group. He has been working as an assistant to Financial Advisor, Lisa Thorpe, for 2 years. Danny began his career in the financial services industry in 2011 with Wells Fargo Bank. He spent several years in customer service roles before moving on to Fidelity Investments in Salt Lake City, UT where he developed his knowledge and experience in the financial markets sector. He eventually returned to Wells Fargo in St. George, Utah as a Relationship Banker for 5 years and then joined Wells Fargo Advisors. Danny provides a high level of dedicated and personalized account service to our clients by handling both simple and complex operational tasks with accuracy and follow through.

With over 30 years of financial services experience, I strive to ensure that our clients’ administrative, operational, and trading needs are handled accurately and quickly.

I handle the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

As a registered service associate, I have earned Series 7, 9, and 10 securities registrations. My colleagues have long considered me a premier service professional.

When I'm not at the office, I enjoy country music concerts, camping, traveling, and spending time with my partner Paul, my two daughters, and 5 beautiful granddaughters.

With her industry knowledge and experience, she is a tremendous resource for all operational questions and issues. You can feel confident contacting me with any problems or concerns.

Brenton is a Client Associate at The Thorpe Group. He is currently enrolled at Utah Valley University where is finishing his Bachelor’s Degree in Financial Planning. He is following his mother, Lisa Thorpe, into a career as a Financial Advisor. He has spent the last three years working at Wells Fargo Bank before joining Family Wealth Management.

California insurance license #4528554. Resident State UT.

Heidi Whitaker, is the Administrative Assistant at The Earl Group. She is fundamental in all aspects of the client experience. Whether it is the daily operations, servicing of client accounts, or administration of the office, Heidi will be there to make sure that it runs smoothly for the client. She got her start as an Administrative Assistant in 1998.

Heidi and her husband Aaron are the parents of 4 children.