Ted Demars, MBA, CLU, ChFC
Ted Demars, MBA, CLU, ChFC

Ted Demars, MBA, CLU, ChFC

Founder, Retired

Ted Demars has 42 years in Financial and Estate Planning and an MBA from the University of Utah. A former US Air Force Lieutenant Colonel, he flew 150+ combat missions in Vietnam. Ted and his wife, Jean, have served missions in Africa and the Philippines and enjoy time with their 53 grandchildren.

Ted Demars touts 42 years of experience in the Financial and Estate Planning field as an outside consultant. He and his wife, Jean, raised their family in Spokane Washington. Ted Demars was a Lieutenant Colonel in the US Air Force and flew over 150 combat missions over Vietnam in a B-52 bomber.

His background includes an MBA from the University of Utah. He has held the Series 7, 63, 65 and 24 with the Financial Industry Regulatory Authority licenses. In addition, he has received the Chartered Life Underwriter, Chartered Financial Consultant, and Certified Estate Planner designations.

In 2007-2008, he and Jean served an eighteen-month mission for the Church of Jesus Christ of Latter-day Saints in Africa. They also recently lived in and served eighteen-months in the Philippians on a church mission. Ted starts his day with feeding his mules and farm dog and chasing the elk from his fields. He loves the outdoors and spending time with his 53 grandchildren and new great-grandchildren.

Get to know Ted on a personal level. View his Video here.

Meet Our Full Team

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

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