• Working in the financial services industry since 2004

  • Corporate Vice President of Nebeker Financial Services Inc.

  • Author of The Family Bank: The Key to Generational Wealth

  • Founder of TFB Strategies LLC

Professional and Educational Qualifications

  • Registered Representative of NYLIFE Securities LLC

  • Life Underwriting Training Council Fellow (LUTCF®)

  • Certified in Long Term Care (CLTC®)

  • Chartered Advisor for Senior Living (CASL®)

  • BA in French and Business Management, Brigham Young University, Provo, UT

  • Member of The Nautilus Group®, a division of New York Life Insurance Company

Gerald Nebeker, Ph.D, DrBH

Dr. Gerald Nebeker is a social enterprise entrepreneur. He is an expert in nonprofit governance and is an advocate, researcher, and national presenter in the field of developmental disabilities. Dr. Nebeker founded the nonprofit organization, RISE, Inc. in 1987, and its initiative, Orange Socks in 2016, with the purpose of supporting and advocating for people with disabilities. He has served on multiple local and national nonprofit boards. Considered his most valuable and important accomplishments, he has been married to his wonderful wife, Laurel, for 32 years and has eight terrific children, the youngest of whom has Down syndrome.

Randall Jensen CPA

Education:

  • Bachelor of Science, with honors,

    Brigham Young University

Experience:

Randy has worked with large local or regional CPA firms in the State of Utah. He has an extensive experience serving clientele in accounting, auditing, management advisory services, and income tax planning. His industry specialties include commercial and residential real estate development and construction, affordable housing, state and local governments, heavy duty retail and wholesale equipment distributors, wholesale and retail businesses and distributors, high tech industries, highway contractors, mortgage banking, insurance brokers, oil and gas retailers and wholesalers, steel fabricators, restaurants and various others. Randy is a specialist in the affordable housing real estate development industry which includes cost certifications of HUD and Low Income Housing Tax Credit projects, cost segregations, energy credits, and solar credits.

Professional Affiliations:

  • American Institute of Certified Public Accountants(AICPA)

  • Utah Association of Certified Public Accountants (UACPA)

Licenses:

  • Certified Public Accountant (CPA) in Utah

Scott Nebeker, Ph.D., Managing Partner

Scott has 32 years of helping individuals, families, and companies implement and managing change, including over 30 new large scale (>$50M) managed services engagements. Experienced in creating new start-ups, Scott directs the people and resources needed to provide promised results.  He sees what’s needed, asks good questions, and takes the time to understand stakeholder’s wishes before implementing a course of action. He has a B.S. and Ph.D in Clinical Psychology from Brigham Young University

Areas of Expertise:

  • Organizational Change Management

  • Transition Management

  • Solution Development

  • Client Relationship Management

TFB Legacies Advisors

Meet TFB Legacies Consulting

Our focus is to help families cultivate and uphold strong inter-generational connections. We accomplish this by fostering attitudes of responsibility concerning finances and resources. Effective money management opens doors to new possibilities, whereas irresponsible financial practices can create discord and pain within families. We advocate for the passing down of not just material wealth, but more importantly, values, customs, and cherished experiences to future generations.

TFB Legacies Consultants

Blake B. Johnson, Esq.

Blake is the Managing Attorney of Trusted Estate Planning Attorneys, a regional law firm that focuses primarily on Estate Planning, Business Planning and Probate Services. Blake is a second generation estate planning attorney and has been involved in estate planning on both the legal and financial planning side of things. He has also been a beneficiary of a family bank.


Blake graduated from LSU Law School with a JD and a graduate degree in comparative law. He is licensed in AZ, NV, and UT and is a board member of the Intermountain Health UV Foundation.

Liz Nebeker, Ph.D., M.S.W., LICSW

Licensed Independent Clincial Social Worker

  • Family Dynamics and estrangement

  • Aging, chronic illness, and medical trauma

  • Caregiving stress and end-of-life

  • Complicated grief

  • Finding humor and happiness despite pain

Professional and Educational Qualifications

“When dreams are broken and life shatters, hope and healing can still be found. My greatest joy is to support people in finding their own strength, meaning and happiness again.”

Liz has experience treating families and older adults, veterans, people with chronic illness, and students from elementary school through college. She has experience with both counseling caregivers and providing care for older adults. Her education includes a Masters in Social Work, a Ph.D. in Developmental Psychology, and training in a variety of therapeutic modalities. Liz is passionate about helping people and families with broken dreams like estrangement, chronic illness, loneliness, or betrayal trauma.