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Wayne Barben
Partner
Department: Tax, Wealth Management, Partner
Area of Focus: Tax and Pension; and Retirement Planning
Profile:
- Joined Squire & Company, PC in 1997
- Advisor with Squire Wealth Advisors
- Experience setting up and administering 401 (k), SEP, Profit Sharing and Defined Benefit plans
- Enjoys hellping people implement a modern portfolio theory strategy for their investment portfolio
- Affiliation with other professionals for Insurance and Estate Planning needs
- Married to Tami, 3 children
- Tami and Wayne both love the outdoors, sports, good movies and music
Education and Certifications:
- MACC, Utah State University
- Certified Public Accountant
- Personal Financial Specialist
Affiliations:
- Utah Valley Estate Planning Council
- Utah Valley University Foundation
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member