Lori Ann Blackner
Director of Development, Planned Giving

Randy Holmgren

Randy was born in Brigham City, Utah and has lived in Utah throughout his professional career. He received a Bachelor's Degree from Brigham Young University in 1980 where he served as student body Vice President. In 1983, he received his law degree (Juris Doctorate) from Pepperdine University School of Law in Malibu, California and was admitted to practice law in the State of Utah.

Mr. Holmgren is admitted to practice before the United States Supreme Court and the federal and state courts in Utah. He is a member of the American Academy of Estate Planning Attorneys (Money magazine's recommended source for estate planning attorneys). Randy is also a member of the Utah State Bar Estate Planning Section and the Salt Lake Estate Planning Council. He recently served on a committee to assist the Utah State Legislature revise Utah's trust laws. Mr. Holmgren currently serves as a member of the Development Advisory Committee for Community Nursing Services and on the Planned Gifts Committee of the Primary Children's Medical Center Foundation. He can be reached at 801-534-7434 or by emailing rholmgren@joneswaldo.com.

Jim Park

S. James ("Jim") Park, JD, LL.M. is a Partner with the Law Firm of Fette, Helquist & Park, Tax Lawyers, LLC, with offices in St. George, Utah and Las Vegas, Nevada. Jim practices in the areas of tax planning, estate planning, asset protection planning and real estate. His goal is to assist his clients to design and implement an overall asset protection strategy that enables them to not only increase their wealth, but preserve it and pass it down to future generations in a tax-advantaged way. A large part of this planning involves charitable giving which Jim has assisted many clients in providing the legal and tax structure for planned gifts. Jim is licensed to practice law in Utah, Nevada and Arkansas, and is admitted in the Federal Tax Court. He received his accounting degree from the University of Utah, his law degree from the University of Arkansas and his Masters in Tax Law (LL.M.) from the University of Missouri at Kansas City. He can be reached at 435-215-1650 or by emailing jim@fhplawfirm.com.

Rex Shipp

Rex Shipp is operating as the owner and manager of Cambridge Financial Center in Cedar City bringing deep experience in investment and insurance products to the company. Rex Shipp is involved in daily operations of Cambridge Financial Center in Cedar City. He is particularly involved in marketing insurance products for Life, Annuities and Health.

Entering the profession in 1987, he remains passionate about helping people get their financial house in order. "It's both challenging and rewarding to motivate people to do what they must do in order to be healthy from a financial perspective," he notes.

Rex earned his bachelor's degree from Southern Utah State College now Southern Utah University where he also played on the baseball team. He is a Chartered Life Underwriter and a Chartered Financial Consultant. He is the former president of the Cedar City Rotary Club and of the Southern Utah chapter of the National Association of Insurance & Financial Advisors. Rex is also a Life & Qualifying member of the Million Dollar Roundtable, a prestigious financial industry organization. He is licensed as a Registered Representative, an Investment Advisor Representative and an Insurance Agent. In his spare time Rex enjoys golf, hunting and watching his kids ball games. The can be reached at 435-586-1073 or at rex@cambridgefinancialcenter.com.

Mat Sorenson

Mat received his Bachelor of Science degree in economics from the University of Utah, where he was awarded the E. Rich Brewer Scholarship and graduated Phi Kappa Phi. He received his Juris Doctor degree from the University of Maryland School of Law and was awarded a University Scholarship at entrance.

Mat is a partner with Kyler Kohler & Ostermiller, LLP ("KKO") and joined the office in 2006. Prior to joining KKO, Mat worked as a corporate attorney and law clerk for two large private corporations where he handled business, tax, employment and regulatory matters. Mat's prior legal experience also includes working as an Assistant Attorney General in the Utah Attorney General's Office where he prosecuted felony criminal cases. Mat is also a licensed Escrow and Title Officer and is one of the founding partners of Investor Quality Title, LLC, a sister company of KKO Lawyers specializing in transactions for real estate investors. Mat's outside professional activities include serving as a Board Member and Corporate Secretary for the Marriner Eccles Memorial Foundation and on the Planned Giving Professional Advisory Council for Southern Utah University. He can be reached at 435-586-9366 or by emailing mat@kkolawyers.com.

Sherrie Hansen

Sherrie has been in the Insurance and Financial services business for 23 years. She earned her bachelor's degree in Education from Utah State University. She started her insurance business in St. George Utah with State Farm Insurance in 1986. She built her business by helping her clients protect their assets, recover from the unexpected and by helping them reach their dreams and prepare for retirement. Sherrie spent four years in management with State Farm as an Agency Consultant in Colorado and returned to Cedar City Utah to again run her own State Farm Insurance business. She is licensed as a Registered Representative for State Farm VP Management Corp, Underwriter and Distributor of Securities Products and is a member of The National Association of Insurance and Financial Advisors . Sherrie is actively involved in the community where she serves on the Safety Solutions Coalition, Healthy Iron County Board, the WWII Memorial and the Veterans Memorial Park Committee and the Chamber of Commerce Board. She is a past president of the Rotary Club of Cedar City and is an active member of this service organization. Making sure each client has the proper insurance and financial program is her main goal and objective. She enjoys traveling to new destinations with her husband Scott, hiking, reading and spending time with her children and seven grandchildren. She can be reached at 435-586-4467 or at sherrie@sherriehansen.net.