CEO & Financial Advisor

I started Hogan Financial Services in 1986 by knocking on doors and introducing myself to neighbors and friends. 40 years later Hogan Financial Services not only survived, but is a thriving agency serving hundreds of clients along the Wasatch Front and around the country.

COO & CMO

I love the work I do for Hogan Financial including operations, account management, human resources, and marketing. It is a pleasure and honor to work with my dad and coworkers and am grateful for the opportunity to serve our amazing clients and our team at Hogan Financial Services!

Operations Manager

My purpose as the agency's Operation's Manager is to oversee the team's operations. I also provide the team with the best possible support, making Dave's job easier, allowing him to spend time working with clients one on one, which is his passion! I love serving people and hoping to make a difference to those around me in the agency and in my social life!

Insurance Planning

I first started in the business in the 80's with aspirations to help as many people as I could solve life's most difficult issues including death, disability, and the problems associated with long term care needs. I am a million dollar round table qualifier and have found great joy in serving my clients over the years.

Office Manager

I love people and enjoy my position in the agency to meet and greet clients including the daily phone calls and client visits as well as helping plan and implement the workshops we hold on a monthly basis in our office. It is a pleasure to work with Dave and the entire team!

Administrative Assistant & Agent

I have been licensed for 18 years with insurance and have had the pleasure of helping clients navigate the complex issues with insurance. Here at Hogan Financial Services, I assist with onboarding new clients and handling client requests. And it’s my hope that I can always provide the best possible service to our clients!

Virtual Assistant

I am an Insurance Virtual Assistant who enjoys helping clients. I assist with policy servicing, and handling various day-to-day tasks. I'm committed to delivering accurate and efficient work while providing excellent service to our clients!