Jacy is one of our newest interns and paraplanners on the Tomi Team. He, along with other paraplanners, primarily works in the background to ensure that every plan is accurate and up to date. That doesn’t mean you won’t see them, our paraplanners are the best point of contact between clients and planners, sit in on every meeting, and can assist you with every task.
Jacy is a senior at Utah Valley University, specializing in Personal Financial Planning and Wealth Management. He loves that financial planning looks different for everyone and enjoys taking the time to understand each person he interacts with on a personal level. He recently competed in the IARFC financial planning competition and took 4th on a national level. He also is a member of UVU’s Financial Planning Student Association leadership team and plans events for students and professionals alike.
When Jacy isn’t in the office, or consumed with schoolwork, he spends his time with friends and family fostering healthy relationships. He loves a good slurpee, being outdoors; camping, backpacking, hiking, waterskiing and anything that could be classified as an adventure.
Bucket List:
Live in New Zealand
Paraglide across the country
Favorite Books:
Endurance (Lansing, Alferd)
Devin serves as a Lead Financial Planner for TomiPlan, where he helps clients make thoughtful decisions across every area of their financial lives. His work is centered on comprehensive, advice-driven financial planning rather than using planning as a pathway to sell a product or manage additional assets. Devin has driven home the purpose of TomiPlan and as the president of the company builds the culture with his team to serve people well; fight against the big institutions that are failing consumers; increase accessibility; and to make financial planning personal, accessible, and empowering—so that people can live fully in the present while preparing for the future.
Devin Frampton brings over 7 years expertise to TomiPlan. Prior to joining the firm, Devin opened his own Registered Investment Advisor practice (RIA) and ran it from top to bottom with many different required roles. During this time, he focused on an unwavering drive to change how financial services were perceived. He often reflects on how his parents were discouraged from receiving high value financial planning because their assets weren’t large enough, which helps fuel his passion at TomiPlan.
Devin resides in Orem with his wife, 2 adopted boys (twins), and 1 adopted dog. He is a passionate soccer player, and game enthusiast.
Bucket List:
Sleep under the Northern Lights
Favorite Books:
Horton Hears a Who
The Richest Man in Babylon
Alan serves as Lead Financial Planner for TomiPlan, where he helps clients make thoughtful decisions across every area of their financial lives. His work is centered on comprehensive, advice-driven financial planning rather than using planning as a pathway to sell a product or manage additional assets. Alan specializes in helping successful individuals, families, business owners, and retirees navigate complex decisions involving retirement income, tax planning, investments, insurance, estate planning, charitable giving, Social Security, Medicare, and long-term care. He is particularly skilled at identifying opportunities across multiple planning disciplines and coordinating those strategies with a client’s investment advisor, CPA, attorney, and other professional advisers.
Before joining TomiPlan, Alan gained experience across several areas of the financial-services industry, including retirement planning, wealth management, and Medicare insurance. Those experiences gave him a practical understanding of how financial decisions affect clients both immediately and over the course of their lives. Alan has developed a reputation for thoroughly researching complex planning questions, explaining sophisticated strategies in understandable terms, and building repeatable planning processes that help ensure important details are not overlooked. Alan is also completing a Master of Science in Personal Financial Planning through the College for Financial Planning, with an expected graduation date of March 2027.
Outside of work, Alan is a devoted father of five and enjoys spending time with his children, camping, exploring Utah’s scenic backcountry, cooking, and finding new family adventures. He especially enjoys quiet mountain destinations, scenic drives, and trips that create lasting memories with his family.
Favorite Pastimes:
Camping
Scenic Drives
Cooking
Spending Time with Children
Favorite Books:
Ender's Game
The Merlin Trilogy
The Advisors Guide to Annuities
Bethany has been a member of the TomiPlan team for over two years, where she helps create a seamless client experience. She specializes in client onboarding, meeting preparation, and supporting the firm's advisors behind the scenes. Her passion for financial planning helps cclients feel confident and well cared for throughout their journey.
Bethany earned her Bachelor's degree in Personal Financial Planning from Utah Valley University. While completing her studies, she worked as a substitute teacher for the Provo, Utah School District, where she developed communication, adaptability, and problem-solving skills. She later joined TomiPlan as an intern, which led to a full-time position with the firm.
Working remotely from Mesa, Arizona, Bethany enjoys building a life filled with adventure alongside her husband. Together, they love traveling to new destinations, taking on DIY home renovation projects, and finding creative ways to transform their home.
Bucket List:
Bike across Switzerland
Favorite Books:
Edenbrooke
The Unselected Journals of Emma M. Lion
Beneath a Scarlet Sky
Sage is one of TomiPlan’s Paraplanners and an Accredited Financial Counselor®. He works one-on-one with our clients in our Budget Mastery and Budget Consultation services, as well as behind-the-scenes ensuring financial plans are accurate.
Sage graduated from Utah Valley University in August 2025 with a BS in Personal Financial Planning. While attending UVU, he competed on a team at the AFCPE® Knowledge Bowl, taking 1st place, maintaining UVU’s win streak for a 4th year in a row. His favorite part of financial planning is focusing on the psychology behind it all and personally helping people understand and improve their relationship with money.
When Sage isn’t working, he spends time with his family and pets at home. He loves being a handyman, woodworking, and making his wife’s home visions come to life.
Favorite Ice Cream:
Mint Chocolate-chip
Peanut Butter Swirl
(Sometimes Together!)
Carli Christiansen is in her first year as a financial services professional. Prior to her career in financial planning, Carli managed the finances, logistics, and long-term planning for her own household as a full-time parent to her three young daughters — an experience that gives her firsthand insight into the financial pressures families face.
At TomiPlan, Carli works to provide a smooth client experience and keep financial plans accurate and up to date. Carli is currently pursuing a Master of Science in Finance degree from Utah Valley University as well as her Certified Financial Planner(R) designation.
Having studied classical voice for much of her life, Carli holds a Bachelor of Music in Vocal Performance from Brigham Young University and worked as a choir teacher prior to having children. She also loves to cook and earned a Professional Cook Certificate from Park City Culinary Institute during the pandemic, which she used when she ran her food blog, Gracious Cooking.
Carli Christiansen resides in Utah County with her husband and three daughters, as well as their cat named Cupcake, snakes Noodle and Squeezy, and a blue tongued skink named Marshmallow. In her free time, Carli loves to try new restaurants with friends, go on adventures with her family, and hang out in her hammock in the backyard.
Bucket List:
Spend Christmas in Vienna
Visit Austria with her family
Swim with sea turtles in Hawaii
Favorite Books:
Hilton Head Island
South Carolina
Megan Mohler brings more than 12 years of experience to TomiPlan, with a strong background in client relations, operational management, and process optimization. Prior to joining the firm, she spent four years with a global logistics technology provider, where she served as a Logistics Manager, supporting a diverse client base, managing complex operational needs, and delivering solutions focused on efficiency, cost awareness, and service excellence.
Earlier in her career, Megan supported clients at leading global financial institutions, delivering personalized services, resolving concerns, and creating positive client experiences. This experience built a strong foundation in customer service and client relations.
Megan Mohler resides in Herriman, Utah, with her husband, two children, two dogs, and two cats. Outside of work, she enjoys cooking, watching movies, caring for plants and animals, hiking, and spending time outdoors camping.
Favorite Books:
On Writing: A memoir of the Craft
Greenlights
The Hobbit
The Little Prince
Favorite Destinations:
Astoria, Oregon
Ireland
Mike does core values and rides motorcycles. He is awesome
Bucket List:
Live in New Zealand
Paraglide across the country
Favorite Books:
Endurance (Lansing, Alferd)
* CFP® professionals are held to a fiduciary standard and must act in the client's best interest
* CFP® professionals are trained across a broad range of financial specialties giving background for true comprehensive advice
* CFP® professionals must pass a rigourous standardized test and maintain yearly continued education to retain the designation
* CFP® professionals are held to established ethical and professional standards
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