Group Insurance Bios
Jarvis "J.J." Jones, RHU, Registered Representative
Education
B.S., Business Marketing, California State University, CA
Professional Experience
J.J. is an insurance expert with over 18 years of experience in the industry. J.J.’s specializes in the design, implementation, and servicing of group medical and disability insurance plans. Because J.J. focuses only on benefits, he understands the market and is able to present a variety of options (to help control healthcare costs) that other agents often miss. Before going on his own, J.J. worked as a Senior Sales Representative for Rogers Benefit Group. He also worked as a Senior Sales Associate with Blue Shield of California.
Professional Affiliations
Member, Utah Association of Health Underwriters (UAHU)
and National Association of Health Underwriters (NAHU)
Member, Regence BCBS Elite Group
Member, Regence BCBS Advisory Board
Member, United Healthcare Advisory Board
Member, Altius Advisory Board
Awards
Regence BCBS Sales Leadership Award
Fortis – Southwest Representative of the Year, 1995, 1996
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