About Us
Our Distinction & Team Profile
The Financial Insight Center and its' radio shows were co-founded by a small group of honest and sincere individuals who share a common vision. At the core of this vision is a passion to help families from all walks of life realize a most important dream for all of us…successful retirement. We are all proud to say that we were able to join this group on the extraordinary journey that has led us to you.
We are distinctly different from the majority of firms from which you have to choose for financial guidance.
Objective advice. We serve in a fiduciary capacity. This means that at all times we must place your needs ahead of our own. Brokers on the other hand, or those who sell variable annuities, are often held to a lesser standard, one that requires them only to steer their clients to investments that are considered "suitable". Those investments may be lucrative for the broker at their clients' expense.
Our Unique Processes: Our proprietary retirement planning process is called "The Retirement Clarifier"TM. We also utilize our unique "Portfolio Clarifier"TM and our own "Strategic Tax Analysis"TM to bring the financial clarity required to optimize each client's customized roadmap.
Independent ownership. As an independently owned firm, our focus is on providing customized wealth management services on a highly personalized basis. Our independence and objectivity is your advantage.
Credentialed professionals: We work with our clients using a team approach. Our depth of expertise includes numerous Certified Financial PlannerTM certificants and Chartered Financial ConsultantsTM. You will always have the personal attention of well credentialed and experienced professionals.
Chuck Cutler
Chuck is a partner and managing principal of the Financial Insight Center. He graduated from Brigham Young University (BYU) with a Bachelor of Science degree in Business Management with and emphasis in Finance. While at BYU he was named to the Academic All-American football team two consecutive years. He holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College. Chuck has been in the financial services industry since 1989. He has extensive experience consulting with individuals and families. He has also been a senior executive for a large financial services corporation. His tenure there provided valuable experience at the executive level and vast understanding of institutional operations. Chuck's passions are teaching and working one-on-one with individuals to help them achieve financial peace of mind.
Chuck and his wife Michelle have four boys and three girls. Chuck is quite proud of the boy, girl, boy, girl, boy, girl, and boy pattern of his children. Chuck and Michelle enjoy watching their children participate in tennis, football, violin, piano, basketball and a host of other events. Their favorite place is McCall, Idaho where they spend time together as a family boating and doing other outdoor activities.
David Tate
David is a senior financial advisor with the Financial Insight Center. He graduated from Brigham Young University (BYU) with a Bachelor of Science degree in Accounting and a minor in French. He holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College. He has been in the financial services industry since 1996, primarily advising business owners, pre-retirees, and retirees. Prior to that time David worked in the audit and tax departments with Grant Thornton, LLP in Portland, Oregon. He has served within the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals. He has also spent many years training other financial advisors. Dave's greatest professional enjoyment is the meaningful, long-term relationship he has with his clients.
David and his wife Julie have seven children, four girls and three boys. Their claim to fame is their last three children being triplet girls. They love supporting and coaching their kids in swimming, basketball, football, soccer, dance, piano, guitar, skiing, baseball, track, and other activities. David and Julie also love the mountains, going to the beach, boating, traveling and an occasional date…alone.
Richard Janke
Richard is a senior advisor with the Financial Insight Center. He graduated from the University of Utah with a Bachelor of Science degree in Economics and a minor in Business. Richard holds the designation of Certified Financial Planner (CFP®). Richard began his career in the financial industry in 2004 with Fidelity Investments as an option trader working primarily with their high net worth clientele. In 2007 Richard left Fidelity to establish his own clientele and to expand his expertise in comprehensive financial planning and wealth management. He is a member of the Financial Planning Association and places a high priority on continuing his education in order to gain more knowledge and stay current in the ever changing financial services industry. Richard finds great satisfaction in helping his clients map out their financial futures and working closely with them to reach their goals.
Richard and his wife Heather both grew up along the Wasatch front and currently live in Sandy. They are the proud parents of two children, Carson and Grace. Richard enjoys University of Utah sports (especially when they are winning), piano, hiking, and coaching his son's basketball and baseball teams.
Mark Matley
Mark is a founding partner of the Financial Insight Center and The Insight Group®. He graduated Magna Cum Laude from Brigham Young University with a Bachelor of Arts degree in Economics. He holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College and has served in various capacities within the Utah Chapter of the former International Association for Financial Planning. Mark also has extensive experience consulting with business executives, entrepreneurs, individuals and families. He has also taught many educational programs on financial planning to business owners and other professionals. Mark's financial career started as an Analyst in the Financial Institutions Group with Dean Witter Capital Markets in New York.
Mark and his wife Kristen enjoy traveling with their three daughters to places such as Sun Valley and San Francisco, where they can all participate in skiing, boating and other outdoor activities. Oftentimes their travel takes them places where they enjoy activities with their extended family.
Paul Salisbury
Paul is a founding partner of the Financial Insight Center and The Insight Group®. He graduated Cum Laude from the University of Utah with a Bachelor of Arts degree in Finance. He holds the designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Financial Planner, a rare distinction among advisors. Paul has extensive experience planning for successful business owners and executives, individuals and families. He previously served as Chairman of the Board and as President and officer of the Utah Chapter of the former International Association for Financial Planning. Paul is in constant pursuit of better ways to serve our clients.
He and his wife Lisa have three boys and one girl. Together they enjoy many of the outdoor recreational activities offered in Utah and the Northwest, including motorcycling, winter sports, and spending time in the outdoors.
Our Distinction & Team Profile
The Financial Insight Center and its' radio shows were co-founded by a small group of honest and sincere individuals who share a common vision. At the core of this vision is a passion to help families from all walks of life realize a most important dream for all of us…successful retirement. We are all proud to say that we were able to join this group on the extraordinary journey that has led us to you.
We are distinctly different from the majority of firms from which you have to choose for financial guidance.
Objective advice. We serve in a fiduciary capacity. This means that at all times we must place your needs ahead of our own. Brokers on the other hand, or those who sell variable annuities, are often held to a lesser standard, one that requires them only to steer their clients to investments that are considered "suitable". Those investments may be lucrative for the broker at their clients' expense.
Our Unique Processes: Our proprietary retirement planning process is called "The Retirement Clarifier"TM. We also utilize our unique "Portfolio Clarifier"TM and our own "Strategic Tax Analysis"TM to bring the financial clarity required to optimize each client's customized roadmap.
Independent ownership. As an independently owned firm, our focus is on providing customized wealth management services on a highly personalized basis. Our independence and objectivity is your advantage.
Credentialed professionals: We work with our clients using a team approach. Our depth of expertise includes numerous Certified Financial PlannerTM certificants and Chartered Financial ConsultantsTM. You will always have the personal attention of well credentialed and experienced professionals.
Thomas F. Steelman
Tom is a partner in the Financial Insight Center. He graduated from Utah State University with a Bachelor of Arts degree in Accounting. Tom has consulted with business owners, individuals, and families. Tom is a member of the Financial Planning Association as well as the AICPA. He currently serves on the board for the Idaho Chapter of the Financial Planning Association. Through this position, he has found unique opportunities to serve the community. His favorite has been the opportunity to educate children at various local schools regarding financial planning. He is constantly seeking further education and advancements to better serve his clients. He holds the FSS industry designation. Tom began his financial services career immediately following his college education.
Tom and wife Jessica enjoy spending quality time with their three wonderful children as well as traveling to see family and discovering new sites to visit. As a native of Idaho, he also enjoys the beautiful outdoors and all of the recreational opportunities that come with it, believing that a perfect day is on the lake with family and friends. He is an avid reader and finds every opportunity to enjoy his current book of choice.
Ben H. Boettcher
Ben is a partner in the Financial Insight Center. He graduated with a degree in Global Economy and a minor in Business Management from Brigham Young University. He holds the designations of Chartered Financial Consultant (ChFC) and is a Certified Financial PlannerTM practitioner. He is a member of the Boise Chapter of the Financial Planning Association. Ben has extensive experience planning for successful individuals and families, business owners and executives. He also currently serves on the board of directors as treasurer for Opera Idaho.
Ben and his wife, Amy, have two girls and two boys. They enjoy family time together outdoors playing golf, tennis, skiing, hiking and biking. They look forward each summer to traveling to the beach or mountains for family reunions.
Radio Show
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