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.
Logan Woodruff JD
(External Consultant)
Logan is the Managing Attorney and leader of the advanced estate planning practice at The Woodruff Law Firm, PLC. His practice focuses on sophisticated estate planning strategies designed to preserve wealth, protect assets, and help clients create meaningful legacies for future generations. His areas of concentration include estate and gift tax planning, multigenerational wealth transfer, business structuring and formation, business succession planning, and asset protection planning.
Drawing on significant experience in estate planning, Logan advises individuals, families, and business owners with complex financial, family, and business considerations. He takes a thoughtful, highly personalized approach, working closely with clients and their professional advisors to develop plans tailored to their specific goals and circumstances. His work often involves coordinating trusts, business entities, tax-planning strategies, and asset-protection structures into a cohesive and practical plan.