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 KEVIN BAUER, CFP®, ChFC, CLU
The President of Bauer Captain & Johnson, Kevin brings more than 25 years of experience in all aspects of investment and financial planning to his work. His expertise in highly technical insurance-based solutions, estate planning, and portfolio management has helped him build lasting, trusted relationships with high net worth clients. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, he is also a Chartered Financial Consultant and Chartered Life Underwriter.
Kevin@bauercaptain.com
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 STEPHEN CAPTAIN, CFP®, ChFC, CLU
Our Vice-President is also an advisor with great understanding and impressive professional credentials. He brings more than 24 years of knowledge and experience in financial, business and estate planning in working with families, couples and individuals throughout the West and the nation. Stephen has been a professional partner to Kevin Bauer for more than 20 years.
Steve@bauercaptain.com
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 ANDREA BAUER, CPA
Secretary/Treasurer of Bauer Captain & Johnson and a Certified Public Accountant, Andrea is our Chief Financial Officer. Prior to joining our firm in 2005, she was a Principal and Shareholder with the CPA firm of Hansen Barnett & Maxwell, in Salt Lake City, Utah. During her 16 years in public practice she gained extensive expertise in the areas of partnership taxation, estate and trust taxation, and pension and retirement planning. In addition to receiving both Bachelor and Master degrees in accounting from the University of Utah, she holds various securities licenses and is an Investment Advisor Representative of Bauer Captain & Johnson.
Andrea@bauercaptain.com
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 MARK JOHNSON, CMFC, RHU, CWC
Mark is a Senior Partner with Bauer Captain & Johnson and brings over 31 years of experience as a Financial Professional as part of the Executive Financial Planning Team. Mark is a CWC (Certified Wealth Consultant) and a Fellow at The Heritage Institute, specializing in Legacy Planning to help families prepare their heirs for the "True Inheritance." He is also a CMFC (Chartered Mutual Fund Counselor), a RHU (Registered Health Underwriter) and holds a Bachelor of Arts from BYU. With four beautiful children and six delightful grandchildren, Mark is a devoted family man and active in his church, community, the Boy Scouts of America and the World Relief Group. He also enjoys reading, gardening, and many other outdoor activities.
Mark@bauercaptain.com
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 DAVID CARROLL, CFP®
David serves in the roles of Chief Compliance Officer, Chief Investment Analyst and as an Advisor for the firm. He has been in the financial services industry since 1984. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds an M.B.A in Finance and Management. David is a member of the Legacy Planning Network and is a Wealthcare Advisor.
On the personal side, he is married and has two great children. Loves golf - wishes it loved him back. He raises guide dog puppies for Guide Dogs for the Blind. He was past president of the board of directors for the Phoenix Guide Dog Raisers and serves on the development committee for Guide Dogs for the Blind. Lastly, he is a member of Scottsdale Healthcare Foundation's Financial Health Advisors and the Financial Planning Association.
David@bauercaptain.com
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 JARED WILLIAMS, CFP®
A CERTIFIED FINANCIAL PLANNER™ practitioner, Jared entered the financial services industry in 2002. Working collaboratively with clients, CPAs and attorneys, he helps to develop and implement suitable recommendations for wealth management plans. A graduate of the Marriott School of Management at Brigham Young University (B.S., Business Management), Jared lives in Mesa, AZ with his wife Rachel and their two beautiful daughters, Lynnea and Kaisa and a handsome young son, Luke.
Jared@bauercaptain.com
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 BENJAMIN BIMSON, CIMA®
A Certified Investment Management Analyst™ professional, Ben has more than 7 years of experience working in the investment and asset management business. Working with institutions, individuals and families, he focuses on wealth management and financial planning. He is a graduate of California State University Sacramento with a degree in Finance and Economics.
Ben@bauercaptain.com
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JOSEPH M. PISCIONE
Joe coaches individuals and business owners to visualize, build & protect their financial futures - via guided discovery and gap analysis methodologies.
Joe enjoys conducting seminars for various professional and community organizations. Topics are varied and include Portfolio Management, Successful Financial Planning, Life Insurance Strategies & Long Term Care planning.
Joe graduated with a Bachelors of Science Degree in Accounting from Brigham Young University. He spent the first dozen years of his career providing, financial, accounting, planning and budgeting guidance for a local Fortune 100 company.
Joe is an active member of the Boise, Idaho community! He has spent numerous hours volunteering on behalf of the United Way. He provides guidance and time to local youth groups. He is very active in his church. His most rewarding time is spent with his beautiful wife and four children.
Joe@bauercaptain.com
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 BRIAN URIE, CFP®
Brian focuses on helping people "at or near retirement" make important decisions that affect their retirement plan. Committed to ongoing education, Brian is a CERTIFIED FINANCIAL PLANNER™ professional.
Active in the industry, Brian is a member of the National Association of Insurance and Financial Advisors (NAIFA). He currently serves on the executive board of his local chapter. Brian is a member of the Southern Utah Planning Council.
Active in the community, Brian is the Salt Lake City Chapter Director for the Parents Television Council, an organization whose mission is to promote and restore responsibility and decency to the entertainment viewed by children.
Brian@bauercaptain.com
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ANGELA TALBOT, Operations and Trading
Angela is instrumental to our day-to-day operations. Her many responsibilities include securities trading, case design and quarterly performance reporting. In addition, she is responsible for daily data downloading and reconciliation. An Arizona State University graduate, Angela entered the financial services industry in 1997.
Angela@bauercaptain.com
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 JARED N. JOHNSEN
Upon Graduating from the Davis Eccles School of Business at the University of Utah, Jared entered the financial Services Industry in 1997. As a general practitioner, Jared helps his clients in various aspects of financial planning from investment management to strategic insurance solutions to education funding. His focus is with the small business marketplace. Working collaboratively with clients, CPAs and attorneys, he helps small business owners develop and implement suitable recommendations for succession strategies, benefit solutions and wealth preservation.
Active in the industry, Jared is a member of the National Association of Insurance and Financial Advisors serving on several different committees.
When Jared is away from his clients, He can usually be found serving in his community coaching baseball, football and basketball. His most rewarding time is spent with his beautiful wife Sarah and their seven wonderful children.
jjohnsen@bauercaptain.com
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| Our Client Concierge Team |
ANN WILDE, Business Manager
Ann has been with Kevin Bauer as a business manager since 1989 and has more than 20 years of experience in the financial services industry, including extensive experience in investment-related transactions. Her duties are varied: opening new accounts, facilitating asset transfers, keeping agreements current, and providing client service.
Ann@bauercaptain.com
PRISCILLA BEJAR, Business Manager
Priscilla has worked for Bauer Captain and Johnson since 1997 providing administrative support to Steve Captain. She is the liaison between the client and the custodian of the Firm’s managed investment assets to open accounts/facilitate transfers/wires, insurance processing and other client requests.
Priscilla@bauercaptain.com
LORI PRADO, Administrative Assistant
Lori is responsible for new accounts and life insurance application processing. She processes account service requests, transfer of assets and compliance documents. Lori has 13 years experience in the finance and insurance industry. She has worked directly with Mark Johnson for five years.
AMBERLEE BUTTERS, Corporate Executive Planning Administrator
Amberlee Butters started with Bauer Captain & Johnson in 2009 and is the head administrator for the corporate planning program, and executive assistant for Jared Williams, CFP®. Amberlee is responsible for opening and servicing accounts, updating client agreements, and updating client compliance documents. She has quickly gained knowledge in the financial services industry, and her contributions enable our team to be more efficient.
CASSIE MARSHALL, WMS Services
Cassie is responsible for managing all of the WMS accounts and alerts for Kevin Bauer’s clients. She also provides direct assistance and support for client services. A University of Phoenix graduate, Cassie started with Bauer Captain & Johnson in 2007.
KANDI RUPPELL, Administrative Assistant
She is responsible for case preparation, service requests, compliance documents, client management system reporting and computer/VOIP issues. Kandi has eighteen years experience in customer service and gathering and preparing information to be presented to clients. She has worked directly with Mark Johnson for one year.
JENNIE GILBERT, Administrative Assistant
Jennie is responsible for our electronic document management system and administrative support for our internal compliance management program. She also is the primary voice and face of the firm to the public.
BRITTANY KLEIN, Executive Assistant
Brittany began working with Ben Bimson as his executive assistant in 2007. She is responsible for many support services such as opening new accounts, scheduling and client service. She is a graduate of the University of California, Davis.
MARYBETH HARRIS
Marybeth works with Jared Johnsen serving as his administrative assistant. Her responsibilities are many and varied, including service requests, new account set up, account processing, and providing exceptional customer service. Marybeth has several years experience in customer service and administrative issues. Her upbeat personality and positive attitude brings a refreshing atmosphere where ever she is.
mharris@bauercaptain.com
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