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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

Services Our ServicesServices Our StoryServices EventsServices Office Info

Services Our ServicesServices Our Story

Services EventsServices Office Info
Office Addresses:

10011 Centennial Parkway Suite 300 Sandy, UT 84070

Office Addresses:

75 West Towne Ridge Parkway Tower 2, Suite 400 Sandy, UT 84070

Office Contact:

(Main) 801-943-2600
(Toll-Free) 800-748-5012
(Fax) 801-943-3889

Let’s take your next financial step together!

Contact Us

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

At HUB Retirement and Wealth Management – Sandy, our mission is to provide proactive, comprehensive investment and retirement plan consulting services to corporations, governmental entities, and nonprofit organizations with plan assets from $1 million up to multi-billion dollar plans. While their industries and employee sizes may differ, most have one thing in common: the desire to take their retirement plan to the next level.

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.

Financial Consultants

Angie Mirrione

SVP, Retirement Plan Consulting

Blake Schreck

V.P. of Wealth Management

Charlotte Macfarlane

Client Relationship Manager

Doug Macdonald

Wealth Advisor

Kirk Welch

Executive Vice President, Retirement Plan Advisor

Spencer Welch

Spencer Welch

Wealth Advisor

Zac Huish

Senior Vice President of Wealth Management, Private Wealth Advisor

Client Support

Tamara Stewart

Client Service Associate

Upcoming Events

Take a look at upcoming events hosted by our firm.

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Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

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Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM MST

Office Addresses:

10011 Centennial Parkway, Suite 300, Sandy, UT 84070

75 West Towne Ridge Parkway Tower 2, Suite 400, Sandy, UT 84070

Office Contact:

(Main) 801-943-2600
(Toll-Free) 800-748-5012
(Fax) 801-943-3889

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.