Marc Roethel has worked in the financial services industry for over a decade, primarily assisting retirees, pre-retirees, and small business owners with comprehensive retirement and financial planning. As a graduate of the University of Utah, he is co-owner of 5 Wealth Management and also co-wrote the 2015 Amazon Best Seller “The 5 Money Myths”, which focuses on myths commonly circulated in our society that often lead people astray and derail them from a comfortable retirement. He has also been featured in Fortune, Businessweek, and Money magazines.

Marc takes his fiduciary responsibilities very seriously and takes care to ensure that any investments or products that he recommends align closely with the client’s needs and objectives and are part of a comprehensive financial plan. He believes strongly in always doing what is in the clients’ best interest and upholding the fiduciary standard. He has had the bittersweet opportunity of assisting a number of spouses and families to transition after the loss of loved ones, which has brought a great sense of gratification to his career and life.

Marc and the team at his firm help clients specifically in the areas of balanced tax planning, social security, pension maximization, risk management, and proper diversification. More importantly, Marc is determined to discover and understand each clients’ concerns, goals, dreams, and what they want to get out of retirement. Any and all planning is targeted to each unique situation. Everybody is different, and their financial plan should reflect that.

Ed Kinsey has worked in the financial services industry for over a decade. During this time, he has specialized in helping small business owners, retirees and pre-retirees create and execute comprehensive retirement plans. He finds personal fulfillment in helping individuals and couples nearing retirement understand and prepare for the challenges associated with planning a successful retirement.

As a licensed fiduciary, he is committed to the highest standard of care for his clients. He and his team at 5 Wealth Management are committed to helping their clients achieve their financial goals through a comprehensive planning process that entails risk and fee reduction, tactical planning, and independent product selection of strictly the highest caliber, all custom-designed to meet their clients’ needs.

As a graduate of Brigham Young University’s Marriott School of Business, he has been a featured advisor in Fortune, Businessweek and Money Magazines. He also co-authored the 2015 Amazon Best-Seller The 5 Money Myths, a guide to overcoming common myths that prevent successful retirement plans. These same principals are used in his team’s approach to a customized, successful planning experience that meets each individual’s desired outcome.

Cheri Edgington worked for 27 years in the food industry in various capacities, the latest being a General Manager of a Family Owned Restaurant for 5 years.

She has worked part time in the financial world since 2011, including being an office assistant for 5 Wealth Management.

In 2018 she came on board full time with our firm and was promoted to office manager.

Cheri loves to organize and loves helping others. With those skills, she helps set up all client events, workshops/seminars, and assists our clients with customer service related issues.

Cheri is known for being thorough and punctual in dealing with and resolving issues, as well as responding to client questions and concerns.

Kambria has been with 5 Wealth for 5.5 years now as a Relationship Manager. She has a Bachelor’s degree in Accounting and has several years of experience in the Credit Union industry as a teller and loan officer.

Kambria is a mom to her two awesome boys and a bonus mom to five others. She spends most of her spare time chasing them around. Kambria enjoys doing anything outdoors and loves to take her family on adventures.

Jen Kinsey started as a customer service rep at a credit union right out of high school in 1995. There she worked her way up to a lead teller and branch loan officer during her 10 years at the credit union. Jen left there in 2005 for a job at a small bank as a loan officer, teller and backup vault teller in her home town to be closer to home and change her focus more to raising her 3 children. After 10 years at the Bank Jen took a job at a small, but busy construction company as an office manager where she learned a lot about a totally different world in the 3 years she was with them. In 2008 Jen shifted her focus to finish raising her kids and help with her stepchildren, all who she loves and finds great joy in. Jen spends free time grooming dogs, especially enjoying doodles of every kind, lifting weights, spending time helping and playing with her kids and family, and having fun with her husband Ed.

Kelli Hoesch-Roethel is the event coordinator for 5 Wealth Management. In the past she was an assistant wedding planner for the Wedding center. She worked for 11 years helping to plan over 100 weddings. During that time, she helped organize, set up and take down weddings. Her main area of expertise is decorating and working with event companies. She has worked in the event world for over 20 years. She now oversees client events. Helping organize, decorate, and plan for future events.

Kelli’s day-to-day responsibilities are helping with the buying and organizing of the office. Making sure everyone has all the technological items to help keep the office running day to day. She also helps with the buying and shipping of client gifts.

Kelli spends most of her time organizing her family. With three kids 21,15, and 10 they keep her very busy. She is the wife of owner Marc Roethel. They have started this business together with Partners the Kinseys.