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, CFP® is a CERTIFIED FINANCIAL PLANNER with more than 25 years of experience in investment management and retirement income planning. He currently serves as an advisor with Prosper Private Wealth, where he partners with individuals and families to design personalized strategies focused on long-term growth, sustainable income, and disciplined risk management.

Prior to joining Prosper, Lance spent over eight years at Fidelity Investments as a Vice President and Financial Consultant, and previously served as a Portfolio Consultant with Charles Schwab.

He earned his MBA from Boston College Carroll School of Management and his BS in Finance from Brigham Young University.

Lance enjoys spending time with his family and grandchildren.

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.

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