Trusted PArtners

Tom Space is an Investment Advisor with Brookwood Investment Group. With over 34 years of experience as a trusted financial advisor, preceded by a 25-year career as a senior bank executive, he specializes in helping business owners, entrepreneurs, and professionals navigate the complexities of wealth management to achieve financial independence. His mission is to craft personalized strategies that address his clients' unique challenges and goals, placing a strong focus on tax efficiency, risk management, and long-term financial security, including comprehensive estate planning.

Thomas Doherty has spent the last 35 years reinventing and perfecting the craft of retirement planning. His encyclopedic knowledge of benefits has enabled him to build numerous teams and proprietary systems with one goal in mind: to change American lives for the better.

RCC is the culmination of Thomas’s life’s work. Here, he has built a dedicated team of experts who adhere to his strict philosophy–that your best interests are only met through honest communication, rational decision making, and working only with consultants who operate on the cutting edge of today’s financial systems.

Christopher Wood is the Founder of Wood Wealth Group and Owner of East Coast Insurance Providers. With decades of experience in financial services, he specializes in retirement planning, wealth management, insurance, and business strategies. Through East Coast Insurance Providers, Christopher helps individuals, families, and businesses save on their property and casualty insurance while delivering a client-first experience built on Protection, Service, and Accountability. His commitment to trusted guidance and personalized solutions helps clients protect what matters most while building long-term financial confidence.

Forrest Millheim, CLTC®, is a Wealth Advisor who has been helping individuals, families, and business owners navigate insurance and retirement planning since starting his career in financial services in 2002. After relocating to Salt Lake City in 2008, he spent years as a product specialist and regional vice president with national insurance and investment firms, coaching advisors nationwide before returning to direct client work throughout the Mountain West. Drawing on two decades of experience, Forrest approaches each client's situation like a puzzle — crafting tailored solutions using annuities, insurance, estate planning strategies, long-term care planning, and investment management. Outside the office, he enjoys hiking Utah's trails and snowboarding with his kids.

Judy Hoberman is an Executive Coach and leadership expert who works with  executive women to elevate their leadership, strengthen their voice, and create success without sacrificing what matters most. She brings a thoughtful, practical approach that truly moves women forward.

She is the founder of Selling In A Skirt and her work is focused on empowering female leaders by giving them skills to up their game at work while finding balance in their lives.