Financial Services Bios
Richard "Rick" Bregger, QPS, Retirement Plan/Financial Consultant
Education
B.A. Finance/Marketing, Northwood University, Michigan, 1980
RPS- Wharton School, University of Pennsylvania, 2006
Professional Experience
Rick is a pension consultant with over 25 years of experience. He has specific expertise with plan design, establishment, and administration. Before becoming an AXA Rep., Rick spent 13 years on the institutional side of the pension industry with Fidelity Investments and the Copeland Companies (now Citigroup), holding various positions ranging from Account Executive to Senior Vice President.
Awards
Hallmark Award (for the past 8 years)
Centurion Award (for the past 9 years)
Sales Manager of the Year (Copeland Companies)
Outstanding Alumni Award (1991 Northwood University)
Outstanding Agent in Salt Lake City (past 9 years)
Partners (CPA)
Chesley H. Erickson, CPA, Partner, Registered Representative
Education
B.S., Accounting, University of Utah, 1974
Professional Experience
Chesley H. Erickson is the Managing Partner of HEB with 30 years of audit and tax experience. Chesley is responsible for accounting, audit, retirement plan administration, and business and personal financial planning. He also has substantial client involvement in individual and business taxation matters.
Community Activities
Past-President, United Cerebral Palsy of Utah;
Financial Consultant, United Way of Davis County;
Better Business Bureau of Utah;
Former President, Oakridge Country Club
Professional Affiliations
Member, American Institute of CPAs;
Member, AICPA Private Companies Practice Section
Member, Utah Association of CPAs;
Certified Government Financial Manager
F. Charles "Chuck" Huber, CPA, Partner, Registered Representative
Education
B.S., Accounting, San Jose State College, CA
Professional Experience
Chuck is a Partner with 36 years of Business and Tax Consulting for a wide range of clients. Chuck has significant experience in real estate matters including 1031 Exchanges and is also experienced in legal support matters including appearances as an expert witness in court cases.
Professional Affiliations
Member, American Institute of CPA’s
Member, Utah Association of CPA’s;
Former Board Member of The UACPA
Former President of Salt Lake City Downtown Chapter of CPA’s
Member, Tax Division, AICPA
Licensed Certified Public Accountant, State of Utah
Originally Licensed in the State of California
Member, Utah Association of CPAs (UACPA)
David B. Lewis, CPA, Partner, Registered Representative
Education
B.S., Accounting, MAcc, Brigham Young University, 1992
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Utah Association of Certified Public Accountants (UACPA)
Member, Nevada Association of Certified Public Accountants
Professional Experience
2002 to Present, Partner with Huber, Erickson & Bowman, LLC
1992 to 2001 Manager with Grant Thornton LLP
Dave is a Partner of HEB, CPAs. He has over 13 years experience and is actively involved in providing audit, tax valuation, and consulting services to real estate & construction, manufacturing & distribution, and professional services companies throughout the western United States.
Dave also provides estate planning, as well as financial planning services to small business owners and principals
Kerri Hodgson, QPA, (Qualified Plan Third Party Administrator)
Education
B.S., Economics, Brigham Young University, Utah, 1981
A.A., Accounting, Rick’s College, Idaho, 1978
Professional Experience
Kerri is a qualified retirement plan specialist with over 14 years of experience. She is an expert in the ERISA and tax compliance requirements relating to pension plans.
Professional Affiliations
Member, American Society of Pension Actuaries
Member, Western Pension and Benefits Conference