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About Us

A steady partner for wherever life takes you

Our team brings decades of experience, but we never lead with assumptions.

We take the time to understand you, your priorities, and your goals before offering advice. And while we’re financial professionals, we’re also your neighbors, colleagues, and people who truly value long-term relationships built on trust and transparency.

We’re committed to holding ourselves to the highest standards of professionalism, competency, and ethics, because at the end of the day, your trust is earned, not assumed.

Meet your team

John A. Brinkerhoff, MSFS, EA, CFP®, ChFC®, RICP®, AEP®

Managing Partner & Senior Wealth Advisor
john@gravitatewealth.com

John brings more than 25 years of experience as a financial professional, serving individuals, families, and small businesses.

Wendy Brinkerhoff

Director of Client Experience
wendy@gravitatewealth.com

As the primary point of contact for the firm, clients can rely on Wendy for responsiveness, attention to personal preferences, and consistent follow-through.

Kimberly Robinson, FPQP®

Registered Wealth Management Associate
kim@gravitatewealth.com

Kim leads financial planning and firm operations at Gravitate Wealth, delivering efficient, well-designed plans and continuously improving the client experience.

J. A. Taylor Brinkerhoff, FPQP®

Registered Wealth Management Associate
taylor@gravitatewealth.com

Taylor is a Registered Wealth Management Associate at Gravitate Wealth, helping clients by focusing on implementation of investment strategy and risk management.

Leah Christiansen

Registered Wealth Management Associate
leah@gravitatewealth.com

With 18 years of industry experience, Leah greatly enjoys guiding families and individuals through a smooth and efficient account opening and management process.

Cole Kruger, FPQP®

Paraplanner
cole@gravitatewealth.com

Cole assists advisors and supports client service by coordinating insurance solutions and supporting financial planning, ensuring recommendations are executed accurately with detailed financial planning documentation.

McKay Brinkerhoff

Client Experience Associate
mckay@gravitatewealth.com

McKay is dedicated to ensuring a seamless and positive client experience by coordinating client appointments and events from scheduling through execution while supporting the overall flow of business.

Dallas Hamblin

Registered Representative & Sr. Insurance Specialist
dallas@gravitatewealth.com

Known for his service-driven approach, he brings over 15 years of experience in designing and coordinating comprehensive risk management and asset protection strategies, helping to protect clients and support their long-term financial goals.

John A. Brinkerhoff, MSFS, EA, CFP®, ChFC®, RICP®, AEP®

Managing Partner & Senior Wealth Advisor

john@gravitatewealth.com

John brings more than 25 years of experience as a financial professional, serving individuals, families, and small businesses. Shaped by personal experience with extended family loss and its financial implications, he educates clients through a holistic approach to financial planning. His work integrates personal finance, risk management, tax strategy, investments, retirement planning, and estate planning, with a particular emphasis on reducing lifetime effective tax rates through strategic asset location and thoughtful next-generation legacy planning. His long-term focus is ensuring each client’s financial house is built—and maintained—on a sound foundation.

For nearly a decade, John taught at the University of Utah, where he translated complex financial concepts into clear, practical guidance—an approach he brings to every client relationship. His education includes a Master of Science in Financial Services (MSFS) from The American College of Financial Services, a Bachelor of Arts from Brigham Young University, and an executive education certificate in Retirement Distribution Planning from the Wharton School of the University of Pennsylvania. He also holds multiple advanced professional designations, including Enrolled Agent (EA), Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), and Accredited Estate Planner® (AEP®).

Wendy Brinkerhoff

Director of Client Experience

wendy@gravitatewealth.com

As the primary point of contact for the firm, clients can rely on Wendy for responsiveness, attention to personal preferences, and consistent follow-through that makes working with the firm easy and efficient. She holds a Bachelor of Arts from Brigham Young University, lives in Syracuse, Utah, with her husband John and their three children and bakes delicious bratzles every Christmas.

Kimberly Robinson, FPQP®

Registered Wealth Management Associate

kim@gravitatewealth.com

Kim pours her passion for finance into financial planning and firm operations at Gravitate Wealth, ensuring clients receive efficient, well-designed, and continuously improving plans while overseeing operations optimization to enhance the client experience. She brings a strategic, detail-driven mindset to her work and holds a Business Economics degree from WSU, a Utah life and health license, the FPQP® designation, and Series 7 and Series 66 licenses, balancing her professional rigor with a love of tinkering on her latest hobby, time with her fellow bibliophiles, and adventures with her husband Dustin and their three children.

J. A. Taylor Brinkerhoff, FPQP®

Registered Wealth Management Associate

taylor@gravitatewealth.com

Taylor is a Registered Wealth Management Associate at Gravitate Wealth, helping clients by executing investment strategies through portfolio research & implementation while also supporting holistic financial planning and insurance-based risk management. He earned a Bachelor of Arts from Brigham Young University and is currently completing a Master of Science in Personal Financial Planning at Texas Tech University. In his free time, Taylor loves to golf, fish, and listen to country music.

Leah Christiansen

Registered Wealth Management Associate

leah@gravitatewealth.com

With 18 years of industry experience, Leah expertly handles complex paperwork with precision, giving clients peace of mind and more time for what matters most. She earned her degree from Azusa Pacific University, holds Series 7 and Series 66 registrations, a Utah life insurance license, proudly served in the Air National Guard, and lives in Taylorsville, Utah with her husband and two daughters.

Cole Kruger, FPQP®

Paraplanner

cole@gravitatewealth.com

Cole ensures strategies developed from client meetings are executed smoothly by processing paperwork, conducting insurance evaluations, managing home and auto policy setups, performing data entry, and completing financial planning documentation. Cole is an Arizona State University’s W. P. Carey School of Business accountancy graduate, life & health and property & casualty licensed, holds the FPQP® designation, and an avid baseball and BYU cougar's fan.

McKay Brinkerhoff

Client Experience Associate

mckay@gravitatewealth.com

McKay is dedicated to ensuring a seamless and positive client experience by coordinating client appointments and events from scheduling through execution while supporting the overall flow of business. He holds his property and casualty designation and is currently pursuing his bachelor’s degree at Utah Valley University.

Dallas Hamblin

Registered Representative & Sr. Insurance Specialist

dallas@gravitatewealth.com

Dallas serves clients by designing and coordinating comprehensive risk management and asset protection strategies—integrating property and casualty coverage, umbrella policies, life insurance, and investment solutions—to safeguard what matters most and support long-term retirement and estate objectives at Gravitate Wealth. Known for his service-driven approach, he brings over 15 years of experience in risk management and asset protection and serves as a Registered Representative with Centaurus Financial, Inc. and as Director of Risk Management Operations with HB Risk Management.

A Tribute to Our Founder, Douglas J. Herdt

Gravitate Wealth exists today because of the remarkably capable, competent, caring, and passionate shoulders we stand on — those of our founder, Douglas J. Herdt.

Doug is, by every measure, a life well lived.

He built this practice from scratch over 29 years, through seasons of hardship that most people never have to face — and with a level of conviction that can’t be taught.

Doug didn’t just talk about financial discipline. He lived it. He was always his own best client — doing what he encouraged others to do. He believed deeply in the long-term power of great companies, the compounding effect of equities over time, and most importantly, the behaviors that make that success possible. His philosophy was shaped in part by the influence of Nick Murray, but it was Doug’s personal integrity and perseverance that turned those principles into a firm — and into a legacy.

At the core of Doug’s story is something even bigger than investing: purpose.

Doug’s defining trait was his passion to competently care — to bring real empathy, real professionalism, and real excellence into every relationship. His wisdom has shaped our culture, our client experience, and the standards we still hold ourselves to. John often called him “Yoda,” and benefited from that wisdom extensively — both professionally and personally.

During one of the hardest chapters of his life, Doug made a decision — on his knees — to devote his work to helping others. Not the ultra-wealthy. Not the already-fortunate. But what he often called “good, ordinary people,” so they could accomplish extraordinary things financially.

That mission still defines us today.

As Gravitate Wealth continues to grow and expand, we do so with sincere gratitude and lasting respect for Doug’s conviction, sacrifice, and diligence. His values remain our foundation. His legacy remains our responsibility to honor — and carry forward.

Why
Choose
Us?

Decisions That Work Together

We look at how investment choices affect taxes, how tax decisions shape long-term plans, and how each decision compounds over time, avoiding costly tradeoffs and ensuring your strategy stays aligned with life’s changes.

Lifetime Tax Efficiencies

Through disciplined asset location and ongoing tax-aware planning, we help you reduce unnecessary taxes over your lifetime, so more of what you’ve worked for stays with you and the people you care about.

Financial Plans Built for Flexibility

We use an ongoing, personalized planning approach that focuses on what matters most right now, while staying flexible to adapt as laws, markets, and life evolve, so your plan stays relevant, actionable, and responsive.

Location:

1366 Legend Hills Drive, Suite 150
Clearfield, Utah 84015

Contact:

Phone/Text: 801.820.6689
Fax: 801.820.6227

Supervisory Branch / Registered Principal / Investment Advisory Representative. Securities and advisory services offered through Centaurus Financial, Inc. a registered broker / dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and a review and determination of client suitability. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, FL, ID, KY, LA, MA, MO, MT, NM, NV, OH, OR, PA, SD, TN, TX, UT, VA, WA & WY. Gravitate Wealth and Centaurus Financial, Inc. are not affiliated.

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