Utah Headquarters

Our Vision

Build the largest comprehensive planning firm in the West, focusing on the middle and affluent markets, continuously providing a white glove experience to the clients and financial professionals that we serve.
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Our Core Values

Trust

We are here for people when they need us the most.

Alignment

We focus time and resources on people who have truly aligned with our vision.

Work Ethic

Great results are achieved by hard work, integrity and doing things the right way.

Growth

Personal and professional development are essential to our long-term vision.

Culture

We strive for a culture of teamwork, encouragement, camaraderie and fun.

Reward

We foster, recognize, and reward individual and team success.

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Our Specialty

Welcome to 1847Financial, a highly experienced team of people who've dedicated their professional lives to helping clients reach their financial goals.

We have a complete suite of investment and income-oriented products to help accumulate money for the future and provide guaranteed lifetime income throughout retirement.

We always start with protection – to make sure that the people who depend on you will be taken care of no matter what happens in life. We serve everyone who wants to equalize their estates, leave a legacy or pay estate settlement costs at the lowest cost possible. We specialize in working with business owners and key employees to provide incentives striving to assure the long-term viability of the business. We love to tackle tough problems and create innovative solutions. 

Special Needs Planning

Estate planning is important for all of us, but for families with special needs children, estate planning is critical.

There are many resources and strategies available, but navigating through the process can be overwhelming, especially for families who often find their schedule and finances stretched thin. That's where we can help the most.

“I know how all-consuming it can be to simply get through some days when your child has special needs. Nothing is more gratifying to me than helping these families achieve peace of mind about the future.” John Crowley, Special Needs Adviser

News and Events

Get to know us

Jeff Johansen

Managing Principal

 (801) 424-0020
 Email
  CA #0E90813

Darcy Johansen, FSS

Operations Manager

 (801) 424-0020
 Email
  CA #0F30588

Brandon Preece, MBA

Director, Business Development

 (801) 499-2996
 Email
  CA #0I57506

Tim Blackham

Financial Professional

 (801) 554-1124
 Email
  CA #0E42719

Terri Egelund

Life New Business Manager

 (801) 424-0020
 Email

Nancy Mascarenas

Senior Field Administrative Assistant

 Email

Becca Salios

Assistant to Jeff Johansen

 801-360-2993
 Email
Our Locations

Salt Lake City and South Jordan, Utah

Firm Services

Firm Specialty

Special Needs Planning

We have the resources and strategies needed for families with special needs children.

Risk Protection

Protect your family members with critical insurance plans.

Business Planning

We provide financial needs of business owners for themselves and their employees.

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