We are a full-service independent insurance agency, representing you, our client, in the broad array of insurance companies. Our expertise is in providing a wide and affordable selection of superior insurance products for our client. Being independent allows us to quote premiums from different companies to find the best plans and prices available for you. We have been in business since 1980. We have almost 40 years of combined experience handling insurance for businesses and individuals in the Intermountain area. Broadbent Financial Services is a member of the CacheValley Chamber of Commerce. We are involved with Intermountain Health Care’s Agent Counsel which allows us to have input in the changing insurance environment. We have over 95% retention amongst our clients because of our strong work ethic and commitment to service.
Richard Broadbent
Richard has many years of experience and expertise in the field of employee benefits. He has been recognized as a successful professional for his outstanding commitment and performance in the insurance arena. He is a member of the Professional Group on Employee Benefit Specialists. He is a former president of Cache Valley Life Underwriters Association and a member of the National Association of Health Underwriters and Utah Association of Health Underwriters. He currently serves as chairman of the Board of Trustees for the Logan Regional Hospital Foundation. Richard is a member of the agent’s advisory counsel for IHC (Intermountain Health Care) and UHC (United Health Care).
Paul Schwartz
Paul is our Retirement Specialist and Investment Advisor. He has been in the financial service area for 10 years and is very knowledgeable in this field. Paul was raised here in Cache Valley and graduated from Utah State University in 1994 with a Bachelor's Degree in Liberal Arts. His commitment to our clients and their financial future plays a key roll at Broadbent Financial Services.
Marci Love
Marci is our office manager and has experience handling individual insurance plans and applications as well as individual life insurance applications. She attended Brigham Young University. Before coming to Broadbent Financial Services, Marci worked as an office manager and has a strong background in secretarial work. Her experience and personality are a great asset to the Broadbent Financial team.
Tawnie Hardy
Tawny is our Group Account Executive and works as liaison between insurance carriers and group clients. Tawny grew up in Uintah Basin. She attended USU where she received a Bachelors degree in Liberal Arts and Sciences, and a minor in Marketing and Art. She loves working with people and helping solve problems for our group clients.
Rachel Howell
Rachel is our Individual and New Group Account Executive. She graduated from BYU-Idaho with a degree in English and a minor in Health Science. She loves getting to know people and helping with their individual insurance needs. She also helps organize quotes for new group clients.
Brady Forman
Brady is our Marketing Director. He works on contacting new clients, and creating local ad campaigns. He is currently attending Utah State University where he is studying Finance and Economics. He plans on pursuing a Law Degree in the future. His professional skills make him a great team member.
Jamila McFarland
Jamila is our newest addition to the office, working with our group clients as our Group Account Executive. She is graduating in May with a degree in Psychology at USU and plans on continuing with a Masters in School Counselling. Jamila is very personable and enjoys working with our various groups.
