Meet Our Team
Jared Empey, MSFS
B.S. Accounting, Southern Utah University
M.S. Financial Services, American College of Financial Services
Jared Empey has always had a desire to serve others. Over the years, he has advised friends and family members in regard to budgeting and taxes. After serving a mission for his church, he connected with Marty Watkins and joined Association Financial Services in May of 2015 as an intern. Jared quickly discovered that he is passionate about financial planning. He loved the idea of developing a close relationship with clients while providing a great service for a great price. Jared moved to Boise in August of 2016 to help Marty with the IMA Financial Services practice.
After concluding this would be his life-long career, he became licensed as an Investment Advisor Representative. Jared’s background in accounting provides the additional benefit of tax planning strategies. He has also gone on to earn his Masters of Science in Financial Services from the American College of Financial Services, and is working towards the Certified Financial Planner designation.
Jared is passionate about physical fitness and loves advising others about their health and wellness in addition to their finances. He also enjoys mountain biking, hiking, and camping. Jared is happily married and loves spending time with his wife.
Martin Watkins, CFP®
Marty is the CEO of Idaho Medical Financial Services and the primary financial Certified Financial Planner® currently managing over $330 million in client assets. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
Martin Watkins has been advising individuals and organizations on their finances for more than twenty years. In 1993, Marty co-founded Utah Medical Association Financial Services and served as the Chief Operating Officer and adviser. He grew the practice from its inception until he was advising over 400 clients, with $625 million under advisement and $300 million under management.
Marty played an essential role in the development of the Utah 529 Education Savings Plan (“UESP”) investment options, a plan which won the Morningstar Gold Rating for educational savings plans, and currently maintains an advisory role with UESP, which includes managing assets of over $11 Billion.
Marty is the primary financial advisor at AFS and is a Certified Financial Planner®. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
Joseph Griffin came to Idaho Medical Financial Services in 2012, bringing a successful and diverse background with him. He worked in sales for four years, and the teams he managed and generated over $6.6 million. During this period, he consistently placed in the top ten percent of his peers. Later, he pursued his passion for real estate by acquiring his real estate license and working as the Client Relations Manager for a successful real estate company.
As COO, Joseph manages a broad range of responsibilities. He works side by side with Mike and Marty, ensuring that client portfolios are properly aligned. Joseph collaborates with clients in managing the details of their accounts, creates Social Security reports, and helps clients working with estate attorneys to ensure that all of their accounts are registered accurately. Joseph is knowledgeable about donations and gifting, tax forms, and adjustments for Required Minimum Distributions. He executes all adjustments to accounts and leads our transfer team in handling all incoming and outgoing assets.
Joseph is married with two children. He loves being outdoors, particularly if he is mountain biking, camping, boating, or competing in a triathlon. Joseph enjoys working in finance and looks forward to broadening his financial education by obtaining further licensing.
Mike Haynes has over 20 years of business management experience and has led global business development in Europe, Asia, and the U.S. working in, and consulting for, industries including: High-Tech, Manufacturing, Consumer Goods, Marketing, Medical, Automotive, and Legal. Prior to Mike’s entrepreneurial successes, he worked for a Utah technology start-up, driving company revenues to achieve national recognition in the Inc. 500 as one of the fastest growing companies in the country. Mike also worked for Eastman Kodak and Intel Corporation in Sales and Management roles.
Mike’s primary focus at Idaho Medical Financial Services is on providing better retirement plans to small and mid-sized companies. Believing that the retirement plan industry has failed the 401(k) participant, Mike’s objective is to bring sophisticated academically-based investment methodologies at a lower cost to companies, enabling them to support their employees’ retirement goals and comply with the law.
Mike enjoys serving and being involved in his community. He currently serves as President Elect of the Jordan Education Foundation, and has been on the board of the foundation for several years.
Mike has travelled to 29 countries and loves experiencing different places and cultures. His background also includes a 15 year powerlifting career; a field in which he is highly successful. He loves mountain biking and spending time with his family. Mike continues to be a champion of both business and community development in Utah.
Jake Rushton, AIF®
Vice President Retirement Services
Jake Rushton has spent the last decade working on one of the largest problems in America: Retirement. His fascination with the 401k started during an open enrollment meeting of a large company when he was 18. Soon after this, Jake attended BYU-Hawaii where he excelled as one of the top runners on the cross-country team. Upon finishing his Bachelors in Economics he jumped into the investment world with a well-known online brokerage firm followed by an even larger investment bank. Jake is now thrilled to be working with the team at TrueNorth, Utah’s largest fee-only advisor firm, as Vice President of Retirement Services. When Jake isn’t working on creating successful outcomes for his clients, he is usually attending a sporting event for one of his five children, spending time with his wife, or exploring a new road on his bike.