Our Wealth Management Team

Estate Planning

Marianne Ludlow founded Sundance Law Group to help people develop a legal plan that reflects their values and priorities, and that provides security for them, their loved ones and their businesses. She attended Brigham Young University and graduated Cum Laude (top 10%) double majoring in Economics and Political Science. She then attended George Mason University Law School, just outside of Washington D.C., where she graduated in 1997 with High Honors (top 10%). After law school and a judicial internship, she practiced Business Law, Estate Planning and Tax Law in a Washington D.C. law firm that focused on the unique needs of small and medium sized business owners. She then served as in-house legal counsel to a technology company where she drafted and negotiated hundreds of contracts and advised the company on legal matters.  She is a member of the Utah State Bar Estate Planning Section, Utah State Bar Business Law Section and the Utah County Estate Planning Council. She was recently awarded the Avvo Client’s Choice award.  To learn more about Marianne please visit her personal website at www.sundancelaw.com

Business Law

Ryan Snow has more than 13 years of experience in business and law. He has founded several profitable startups, including a transportation and logistics company, a commercial finance factoring firm, a real estate title and escrow company and a heavy equipment financing organization. Ryan’s background gives him a rare perspective on the legal issues you and your business face. To learn more about Ryan please visit his website at www.novaslaw.com

Property and Casualty Insurance

Aaron Taylor focuses his business in the area of asset protection.  Has over 16 Years experience in multiple areas of insurance. 8 years with his current company. He received the JD Power’s prestigious Customer Service Excellences Award 7 out of 7 years.  Awards: Utah/Idaho Sales Agent of the month 2 times, All American 5 times, District sales leader 16 times, national Top Ten 1 time.  In his spare time he spends it with his family, in all type of recreation, motorcycling, camping. He is an avid athlete that enjoys playing just about any sport and exercise. To learn more about Aaron please visit his personal website. xdreaminsurance.com

Tax Preparation

Michele Baer graduated from University of Utah with a bachelor’s degree in accounting.  She is a CPA and started her career doing audit work for a local Utah CPA firm.  She has been preparing taxes for the last 6 years and is excited to be working at Incite Tax.  She looks forward to becoming acquainted with her clients and their businesses.  Her main goal is to help her clients run their businesses as efficiently as possible while paying the least tax legally allowed.  Michele is awaiting the arrival of her first grandchild.  She loves reading, solving crossword puzzles, and spending time outdoors. Michele Baer is not an employee of Stonecreek Wealth Advisors, Inc. but serves as a consultant as part of our network. To learn more about Michele please visit her website at www.incitetax.com 

Mark Lund’s personal Assistant

Nicole Lund handles all back office service-related items. If there is a letter to be sent or an email to respond to, she makes sure it happens.