THE TEAM THAT HELPS YOU

LIVE A LIFE OF YES

Meet the Choules Financial team

Our promise to clients is to create a retirement filled with possibilities. We believe retirement is your time to say “yes” to the things you love and the people who matter most. Below, you’ll meet the passionate professionals who bring our mission to life every day.

DEVIN CHOULES

FOUNDER & PRESIDENT

DEVIN CHOULES

FOUNDER & PRESIDENT

Devin Choules is the founder and president of Choules Financial, established in 2014. Prior to forming Choules Financial, Devin worked independently in the annuity and insurance industry since 2009. He is a licensed insurance and annuity agent in the states of Utah, Idaho and Nevada. In addition, Devin holds a Series 65 securities license. Devin and the rest of his team help clients live a life of yes by providing them with options to protect their hard-earned savings and make the most of retirement. In addition, the Choules Financial team serves the community through donations to the Cache Food Pantry and the MS Society, as well as by sponsoring other charitable organizations and lunch programs for local schools.

SCOTT CLIFFORD GROVER

SENIOR ADVISOR

NOELLE URBIOLA

ADVISOR

MARIE SEABURY, CFP®

PLANNING ADVISOR

ANGELA KAUS

First Impressions

ANNABELLE SOLORIO

Operations Manager

ALEXIS PETRE

CLIENT RELATIONSHIP COORDINATOR

AARON RALPHS

CLIENT RELATIONSHIP COORDINATOR

ABBY NORCROSS

CLIENT ONBOARDING COORDINATOR

CAIT PAYNE

CLIENT ONBOARDING COORDINATOR

AUSTIN MAYER

MARKETING AND EVENTS MANAGER

BROOKE CARNEY

Operations Project Manager

JASON YEARSLEY

MARKETING INTERN

Investment and Advanced Planning Team

SCOTT RINEHART

PRESIDENT AND CHIEF WEALTH OFFICER

MITCH HOCKENBURY

Vice President of Wealth Strategy, MBA, CFP®, RSSA®, RICP®

DAVID SEUFER

Vice President of Planning, CFA®, CFP®

JACKSON SHEPUTIS

Sr. Planning Specialist, CFP®

BRENT COGGINS

Chief Investment Officer, MBA

To help you with investment management and financial planning, we have partnered with Triad Wealth Partners, LLC, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (www.triadwealthpartners.com). Triad Wealth works with financial advisors across the country and specializes in investment management research and strategies, advanced planning, and back-office operations.

By partnering with Triad Wealth, we’re able to leverage industry leading experience and deliver more value to our clients.

Triad Wealth Partners and Choules Financial are independent of each other and maintain separate offices.

READY TO LIVE WITHOUT THE WEIGHT OF WHAT-IFS?

Contact Choules Financial to discover how you can start living a life of yes today!

DEVIN CHOULES

FOUNDER & PRESIDENT

More About Devin

Devin was raised in a farming town of 200 people, where there are more cows than humans. From an early age, he learned the value of helping others, hard work and long hours. Those characteristics were magnified by growing up in a family of eight, where every dollar mattered. Devin was taught to be conservative and had a natural fascination with numbers, math and money. Later in life, he saw a family member experience loss in the stock market and resolved to help people start with safety first.

Devin studied accounting at Utah State University and went on to receive his master’s degree in accounting from Southern Utah State University in 2014. He prioritizes continuing education by regularly attending national industry events.

For Devin, helping clients live a life of yes means helping them live without the weight of what-ifs. He and his team have helped hundreds of people focus on living in retirement by developing plans to help them secure their retirement savings and protect their assets.

Devin has lived throughout Utah and has close ties in St. George. When not working with clients, you can find him spending time with his wife, Nicole, and their four children.

SCOTT CLIFFORD GROVER

SENIOR ADVISOR

As a senior advisor for Choules Financial, Scott Clifford Grover helps clients achieve their financial goals so they can live a life of yes. For Scott, living a life of yes means the freedom to say “no” to things they no longer wish to do and say “yes” to the things they want to do in retirement. He’s dedicated to developing a close relationship with clients so that he can truly understand their current situation and goals and provide a solution tailored to them.

Scott has more than a decade of expertise in the financial industry, including experience working as an advisor and wealth manager. He is series 6, 7, 63 and 66 licensed.

Scott and his wife, Sierra, live in Logan, Utah with their three amazing children: Chloe, Tessa and Ross. They also have a goldendoodle named Waffles. In his free time, Scott enjoys spending time with his family, mountain biking, hiking and growing palm trees.

Noelle Urbiola

Advisor

Noelle is a proud Utah native, born and raised in the Beehive State. She attended Brigham Young University and has been licensed in life insurance since 2022. With nearly a decade of experience helping people navigate important decisions, she is passionate about guiding individuals and families toward financial confidence and a more fulfilling life.

Noelle believes financial planning should create more opportunities to say “yes” to the things that matter most; intentional travel, ordering all the appetizers, meaningful date nights, and gathering loved ones together for family garden parties. She loves helping people build a financial foundation that supports the life they truly want to live.

Marie Seabury, CFP®

Planning Advisor

Marie Seabury, CFP®, brings more than 20 years of experience in the financial services industry. A Magna Cum Laude graduate of Utah State University, Marie combines technical expertise with a personalized approach to financial planning.

Her comprehensive planning process addresses retirement income strategies, asset protection, estate planning, tax savings strategies, and cash flow management.

When she’s not working, Marie enjoys spending time with her husband and children, experimenting with photography, and trying new recipes. An avid traveler, she once embarked on an unforgettable adventure that took her through 11 countries in just 17 days—an experience that reflects her curiosity, energy, and enthusiasm for discovering new perspectives.

Angela Kaus

First Impressions

As the director of first impressions for Choules Financial, Angela Kaus communicates with clients and connects them with the right Choules team member to answer their questions and concerns. She helps clients live a life of yes by making appointment scheduling effortless and personable.

Before joining Choules Financial, Angela owned a boutique/flower shop. Her customer service experience, kindness and creativity has enabled her to excel as the director of first impressions. She finds it rewarding to see clients enjoy the opportunity they have worked so hard for without the weight of what-ifs.

Angela and her family live in Cache Valley, Utah. Away from work, she enjoys traveling, eating good food and spending time with her family.

ANNABELLE SOLORIO

Operations Manager

Annabelle Solorio is a customer service and financial industry expert helping Choules Financials’ clients live a life of yes by helping support them as they take steps to meet their goals. As the new an operations manager, Annabelle oversees the daily operations of the new business department and provides superior customer service to clients and prospects alike. This includes but is not limited to preparing and submitting applications, answering new business questions, managing databases and reporting on pending and closed business.

Annabelle graduated from Utah State University. She is life, health and annuity licensed. She honed her customer service expertise in a previous role and expanded her financial industry knowledge after joining Choules Financial.

Annabelle lives in Logan, Utah with her husband and son. They enjoy spending time together as a family hiking, camping and swimming. She also enjoys reading and baking.

Alexis Petre

CLIENT RELATIONSHIP COORDINATOR

Alexis brings a strong background in customer service and human relations, with experience ranging from Human Resources to financial services. Before joining the Choules Financial team, she honed her people-first mindset through roles at UST Mfg., and Northwestern Mutual—each experience deepening her passion for creating smooth, meaningful client experiences.
 
At Choules Financial, Alexis plays a key role in helping clients implement their financial plans. Whether it’s processing account changes, assisting with paperwork, or answering day-to-day questions, she’s dedicated to making sure every client feels supported and empowered. Her goal is to remove roadblocks and create clarity, so clients can confidently move toward Living a Life of YES.
 
Outside the office, Alexis loves all things creative. You’ll often find her crocheting something cozy, trying a new recipe in the kitchen, or lost in the pages of a great book. She also treasures time spent with friends, family, and her beloved dog.

Aaron Ralphs

CLIENT RELATIONSHIP COORDINATOR

Aaron brings a wide range of experience to the Choules Financial team, having worked in leadership and customer-focused roles across industries—from managing teams at Maverik and AT&T to driving sales at Verizon. His dynamic background makes him a go-to resource for both clients and teammates alike.

As a client relationship coordinator, Aaron ensures that day-to-day operations run smoothly behind the scenes, so our clients can continue to pursue their YES with confidence and clarity. His commitment to excellence and genuine care for people shines through in everything he does.

When he’s not keeping things running at the office, you’ll likely find Aaron hiking with his dog, strumming on his guitar, or enjoying a concert or sporting event. Whether he’s solving a challenge or just sharing a good laugh, Aaron is all about helping others live a life full of energy, fun, and purpose.

ABBY NORCROSS

CLIENT ONBOARDING COORDINATOR

Abby Norcross is Choules Financial’s client onboarding coordinator. Abby is responsible for overseeing all of the funds coming in and out of clients’ accounts. Her dedicated work behind the scenes to help ensure things go according to plan and her commitment to frequent communication with clients throughout the process helps clients relax and live a life of yes.

Abby has a bachelor’s degree in journalism and communication from Utah State University. She is also life and health licensed. Abby started her career as a personal banker, transitioning to operations manager and then head of operations for the bank where she worked prior to joining Choules Financial. This experience helped Abby gain expertise in the financial industry and develop her leadership and organizational skills. Abby loves being able to support and empower clients to live a life of yes.

Away from work, Abby enjoys spending time with her husband and their three children. She also has a dog named River. Abby’s favorite pastimes include traveling, hiking, golfing and trail running.

CAIT PAYNE

CLIENT ONBOARDING COORDINATOR

With a degree in Communication from Weber State University—where she specialized in public relations, advertising, and copywriting, Cait brings over nine years of customer service experience to the Choules Financial team. Prior to joining us, she worked as a loan officer at America First, helping clients navigate important financial decisions with care and clarity.

As a key member of our team, Cait plays a vital role in creating a seamless and welcoming experience for every new client. From guiding guests through their first seminar appointment to preparing behind-the-scenes details for our advisors, she ensures each interaction reflects our commitment to excellence and encouragement. Cait is passionate about helping individuals take their first confident step toward Living a Life of YES—and she’s often the first warm voice or smiling face clients connect with on that journey.

AUSTIN MAYER

MARKETING AND EVENTS MANAGER

For Austin Mayer, living a life of yes means having the freedom to spend time doing the things you love. As the director of marketing and events for Choules Financial, Austin helps clients live a life of yes by organizing all marketing, community outreach and events. He loves helping prospects and clients stay engaged with Choules Financial while helping them understand how to retire without the weight of what-ifs.

Austin has a bachelor’s degree in business marketing and an MBA. He is also licensed for health and life insurance. Prior to joining Choules Financial, Austin’s career focused on employee engagement, marketing and hospitality. He feels this unique blend of experience helps him excel as the director of marketing and events at Choules Financial.

An avid traveler, Austin has visited more than 60 countries and feels fortunate to be able to split his time between the mountains, the desert and the beach. Depending on the time of year, in his free time he enjoys hiking in Utah, skiing in Colorado, or relaxing on the beach in Florida.

Brooke Carney

Operations Project Manager

Brooke Carney is a licensed life insurance professional at Choules Financial, where she plays a key role in internal operations and process development. She is responsible for creating structure, improving workflows, and supporting the team in delivering a seamless and efficient client experience. Brooke is passionate about building systems that bring clarity, consistency, and long-term success for both the firm and its clients.

Brooke has over seven years of experience in the financial industry and has held multiple roles throughout her career, including leadership experience in operations. This background gives her a well-rounded understanding of both client service and operational strategy.

In her free time, Brooke loves spending time with her family — it’s what brings her the most joy. She enjoys being in the sun, creating meaningful traditions, and sharing good food with the people she loves. She also has a passion for somatic healing and values the connection between internal well-being and the life we create.

Jason Yearsley

Marketing Intern

Jason is currently interning with Choules Financial while studying Management as a sophomore at Utah State University. He primarily handles data entry and supports the rest of the team with whatever tasks are needed to keep daily operations running smoothly.

Jason is focused on learning how the firm helps clients protect their savings and move toward a retirement filled with more possibilities to help them achieve a Life of YES. He is exploring a future career in financial services and values the chance to contribute and learn from experienced professionals.

Outside the office, Jason loves building Legos, snowboarding, and working out. He also enjoys spending time with his family and cats.