Team

Josh Gardner CFP®

With 25 years of experience in financial planning, Josh is a CERTIFIED FINANCIAL PLANNER with a Master’s degree in Personal Financial Planning.  His clients include high net worth individuals and families as well as executives of Fortune 500 companies.

His passion lies in helping clients leverage their financial resources to enhance their life experience and secure a lasting legacy.  Through a blend of expert guidance and personalized solutions, he is dedicated to empowering individuals and families to achieve their financial goals.

Outside of work, Josh loves spending time with the loves of his life–his wife Melodie and their seven children.  He also enjoys wake surfing, watching concerts with the kids and spear fishing.

Lance Spencer CFP®

Lance Spencer has over 30 years of professional experience starting as a securities trader for Fidelity Investments while attending college.  Lance then became an associate in a team at Merrill Lynch that was focused on Retirement plans.  Lance’s professional experiences extended into real estate in the form of procurement and entitlement of subdivisions.  Many of these years he spent as an owner of a Phoenix home building company.

Lance was contracted with an asset management team focused on establishing growth in client accounts utilizing an option strategy.   Lance assisted in the growth of the company from $80MM to over $150MM in less than 3 years.

Lance enjoys spending time with his wife Judy, their kids and grandchildren.  He loves finding hidden gem taco trucks in his travels.

Michael McLeskey CPA

(External Consultant)

Michael McLeskey, CPA received his Bachelor of Accounting and Master of Accounting degrees from from Utah State University – Jon M. Huntsman School of Business. Michael joined Haynie & Company in 2009. After working at the Haynie & Company Corporate Office in Salt Lake City for over 10 years, he transferred to the Phoenix, Arizona location in 2020.

Michael has extensive experience in public accounting with an emphasis on tax strategy, compliance, and business advisory services. His expertise includes the preparation of income tax returns for individuals, partnerships, corporations, and exempt organizations. He also has concentrated experience in tax resolution and representation and business valuations. Michael oversees the campus recruiting efforts for Haynie & Company.

Michael enjoys spending time with his wife and children.

Jason Haymore JD

(External Consultant)

Jason Haymore graduated from Indiana University School of Law-Indianapolis in 2010 where he served as Editor-in-Chief of the Indiana International and Comparative Law Review.  He also has a Bachelor’s degree from the University of Utah in History Teaching.

Jason’s practice is primarily focused on estate planning and he serves at the Practice Lead for the Estate Planning Group of Pearson Butler.  Jason is adept at finding common sense solutions for end of life planning.  His clients range from young families primarily planning for the protection of their children to those with large estates seeking asset protection, Medicaid planning, and dynasty planning.

Jason is married, has four children, and loves spending time at sporting events or in the outdoors with his family.  When not in the office, he can usually be found somewhere in the mountains trying to get lost on horseback.

Ready to get started?
We Are ready to help!

Contact Us

© 2024 Prosper Private Wealth LLC All Rights Reserved

Form CRS | Prosper Private Wealth, LLC Form ADV Part 2A | Privacy Policy

Prosper Private Wealth (“PPW”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PPW maintains clients. PPW may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. PPW’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of PPW’s website on the Internet should not be construed by any consumer and/or prospective client as PPW’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PPW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of PPW, please contact the SEC, FINRA, or the state securities regulators for those states in which PPW maintains a filing. A copy of PPW’s current written ADV Part 2A disclosure statement discussing PPW’s business operations, service, and fees is available from PPW upon written request.

Certain portions of PPW’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, PPW’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from PPW, or from any other investment professional. PPW is neither an attorney nor an accountant and no portion of the website content should be interpreted as legal, accounting or tax advice.

PPW may provide links from this website to a third-party website or permit a link from a third-party website to this site. Such links are for your convenience only and do not imply any affiliation with or an endorsement, authorization, sponsorship or promotion of the third-party website or its owner. PPW does not control or review any link and accepts no responsibility for the content, products or services provided at these linked websites. If you decide to access such third-party websites, you do so solely at your own risk and should be aware that third-party websites are governed by their terms and conditions and privacy policies.

The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.