Joe Tate is a Principal and Founder of Boost HR & Recruiting. Boost currently runs offices in Salt Lake City, Saratoga Springs and Phoenix, AZ with his business partner Shawn Plowman, supporting clients from across the western U.S. Father of four and husband of one. A graduate of the University of Utah in Economics (labor emphasis) and a Mountain School Coach at Snowbird, UT. Joe has worked in key HR roles at Sorenson Communications, Advanta Bank, UPS, GBS Benefits and Snowbird. He was awarded the Lifetime Achievement Award from Utah Business Magazine in 2021 and the Gold Medal in the slalom competition at the Utah Winter Games.
Paul Coles
Navigating the Seas of Social Security
- Group:Comp & Benefits
Paul Coles
Navigating the Seas of Social Security
Paul A. Coles is the founder and CEO of Alliance Wealth Advisors, a leading financial advisory firm specializing in complex retirement and estate planning. With nearly two decades of experience, he is an industry leader widely recognized for his ability to break down complex topics into simple-to-understand concepts. Much of his planning emphasizes retirement transitions and social security strategies.
As a licensed fiduciary, Paul holds the credentials of Registered Financial Consultant® (RFC) and Certified Financial Fiduciary® (CFF). He graduated from the University of Utah’s David Eccles School of Business with emphasis in accounting and finance. Paul's commitment to upholding the highest ethical standards ensures that his clients' best interests remain at the forefront of his practice.
Paul helps individuals navigate the complexities of social security benefits by developing personalized strategies to maximize their income during retirement. Through educational events, workshops and personal consultations Paul empowers individuals to make informed decisions about their benefits to optimize income while mitigating taxes..
Paul’s leadership and dedication to client success continues to shape the field of financial planning. He served as President of a chapter of NAIFA and sat on the board of directors for the state of Utah. He pioneered best-of-class investment platforms and dynamic distribution models trademarked as S.M.A.R.T. Investing® and S.M.A.R.T. Retirement™. With his professional experience and understanding of retirement and estate planning, as well as his expertise in social security strategies, he serves as a trusted advisor, enabling individuals to achieve financial security and peace of mind.