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Your Financial Future. Our Lifelong Mission.

At Financial Guardians, your dreams are our mission. We’re committed to providing personalized financial strategies that empower you to achieve your goals and secure your future.
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About Financial Guardians

We are a team of dedicated financial professionals, retirement specialists, licensed agents, and educators, committed to simplifying complex financial concepts and turning them into powerful, practical solutions for real families.

Why Choose Us

Personalized Service. Lasting Impact.
When you work with Financial Guardians, you’re not just getting advice—you’re gaining a partner who cares. Here’s what sets us apart:

  • Personalized Service: Tailored strategies to fit your unique needs and life goals.
  • Education First: Empowering you with the knowledge to make informed financial decisions.
  • Trusted Professionals: Staying ahead of the curve to deliver current, relevant, and effective solutions.
  • Transparent Process: Honest conversations and clear direction—no hidden agendas.
  • Long-Term Partnership: Ongoing support as your life evolves.
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Financial Education

We’ll help you understand the fundamentals of personal finance, empowering you to make choices with confidence.

Financial Strategies

We work with you to develop a personalized plan that aligns with your aspirations and provides a clear path forward.

Life Insurance

Life insurance provides a safety net, ensuring their financial security in the face of unforeseen circumstances.

Long Term Care

Preparing for potential long-term care needs is an essential part of a comprehensive financial plan, protecting both your assets and your family.

Our Mission

Our mission is to protect and grow what matters most—your future. We are passionate about helping families gain financial confidence, navigate life’s transitions, and build lasting legacies through trusted guidance and strategic planning.

Our expert team

Dan Ison

Financial Strategist | National Trainer | Client Advocate
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Julie Ison

Financial Strategist | National Trainer | Client Advocate
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Mandy Bishop

Financial Educator | Rodeo Competitor | Advocate for the Western Way of Life
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Lacie Workman

Financial Educator | Veteran | Advocate for Everyday Families
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Darin Hamilton

Financial Professional | Multi-Business Entrepreneur | Wealth Strategist
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Lee Workman

Financial Educator | Lifelong Learner | Legacy Advocate
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Bethany Naasz

Financial Educator | Everyday Advocate | Empowerment Enthusiast
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Samantha Frank

Financial Strategy Consultant | Family Advocate | Compassionate Helper
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Jessica Ball

Financial Strategy Consultant | Legacy Planning Expert | Compassionate Educator
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How We Work With

Connect: We begin with a conversation to understand your goals, values, and current financial picture.

Educate: We help you understand your options so you can make informed, confident decisions.

Plan: Together, we build a personalized financial strategy aligned with your vision.

Support: We’re with you for the long haul, offering ongoing support and adjustments as your life evolves.

Ready to take control of your future?

Let’s start the conversation. Connect with a Financial Guardian today and begin building the financial future your family deserves.
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Dan Ison

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Financial Strategist | National Trainer | Client Advocate

Hometown: Provo, Utah
 Family: Married to Julie Ison | Proud father of five

Dan Ison brings clarity and confidence to financial strategy. With a background in corporate leadership and entrepreneurship, he now leads a mission-driven team focused on helping families and individuals take control of their financial future, with purpose and precision.

Why I Do What I Do:
 “I’ll never forget watching my father lose 43% of his life savings during the 2008 financial crisis. He was hardworking, disciplined, and did everything ‘right’—yet no one had ever shown him what options he truly had. That moment lit a fire in me. I left the corporate world, built a business, and discovered something powerful: paychecks don’t change lives, but knowing what to do with money does. Now, I help others make informed, strategic decisions so they can create the freedom, legacy, and impact they deserve.”

Why Clients Choose Dan:
 Dan has a unique ability to make complex financial topics simple and actionable. His clients feel seen, heard, and supported—whether they’re growing a business, protecting their family, or building long-term wealth. Known for his integrity and coaching mindset, Dan walks beside each client with strategy, care, and results that last.

I Love Working With:
 Growth-minded families, entrepreneurs, and individuals who are ready to lead their financial future. Dan’s favorite clients are coachable, committed, and eager to leave a legacy.

Fun Fact:
 Dan and his wife Julie are always up for an adventure—from hiking the Grand Tetons to completing the 75 Hard challenge together. Their dream? Travel the world, meet elephants, and give back wherever they go.

Julie Ison

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Financial Strategist | National Trainer | Client Advocate

Hometown: Provo, Utah
 Family: Married to Dan Ison

Julie Ison is a respected leader in the financial services industry, known for mentoring agents nationwide and guiding clients with clarity, compassion, and strategy. She’s the go-to advisor for those who are serious about creating lasting change in their financial lives.

Why I Do What I Do:
 “I know what it’s like to feel disconnected from your finances—to think the ‘rules of money’ don’t fit your reality. I’ve been in a relationship where money meant fear and control instead of freedom and empowerment. That’s why I’m committed to helping others take back their power and build a future they’re proud of.”

Why Clients Choose Julie:

Julie helps couples turn money into a source of unity instead of tension. She empowers women to take control of their financial lives, regardless of what they’re going through or have been through. Her ability to simplify complex topics and guide without judgment makes her a trusted partner for anyone ready to make confident financial decisions.

Fun Fact:
 Julie has completed the 75 Hard challenge three times—and fully believes peanut butter deserves its own spot on the food pyramid.

Mandy Bishop

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Financial Educator | Rodeo Competitor | Advocate for the Western Way of Life

Hometown: Gallatin Valley, Montana

Mandy grew up working alongside her dad in the family tile business, where she learned grit, hard work, and the power of showing up. Her rodeo career—qualifying for circuit finals in barrel racing and breakaway roping—taught her another truth: chasing your passion requires financial stability.

After life threw her a few curveballs, Mandy found herself doing everything from ranch work to school secretary jobs. But it was financial education that truly stuck. Now, she brings that knowledge to rural communities, helping people just like her build a future where their hard work finally pays off.

Why Clients Choose Mandy:
 She makes financial conversations feel real, approachable, and empowering—especially for ranchers, rodeo athletes, and small-town families. If you’re looking for someone who understands your world and will fight for your future, Mandy’s your person.

Fun Fact: 

Mandy’s a multi-time NRA Finals qualifier—and still treats rodeo like a second home.

Lacie Workman

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Financial Educator | Veteran | Advocate for Everyday Families

Hometown: Wyoming

Lacie’s journey has been defined by service and grit—from her time in the U.S. Army to her diverse background as a CNA, police officer, welder, EMT, and more. Using the GI Bill, she earned degrees in Sociology and Criminal Justice—fueling her lifelong passion for helping others.

Why I Do What I Do:
 “I’ve worn a lot of uniforms in my life, but the one thing that’s stayed the same is my desire to serve. I love helping real people make real progress—and I’ve seen firsthand how financial education can change lives. That’s why I do this work.”

Why Clients Choose Lacie:
 Lacie brings honesty, compassion, and a servant’s heart to every conversation. Her wide range of life experiences helps her connect with people from all walks of life—and her clients know she’s someone they can trust to show up and stand by their side.

Fun Fact:
From Army boots to welding boots, Lacie’s done it all—and still finds time to enjoy the wide-open skies of Wyoming.

Darin Hamilton

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Financial Professional | Multi-Business Entrepreneur | Wealth Strategist

Hometown: Chinook, MT
Family: Married to Elaine for 31 years | Proud father of two grown sons

Darin Hamilton brings a grounded, entrepreneurial mindset to financial strategy. With experience across oil & gas, farm and ranch operations, insurance, and investments, he helps clients cut through complexity and make confident moves toward financial freedom.

Why I Do What I Do:
Throughout my life and career, I’ve seen firsthand how powerful the right guidance and strategy can be. I’ve worked hard to build financial stability for my own family, learning from both experience and trusted mentors along the way. Now, I’m committed to helping others do the same—by providing clear, proven strategies that empower people to take control of their financial future with confidence.

Why Clients Choose Darin:

Clients trust Darin because he brings real-world experience, not just theory. He’s built businesses in some of the toughest industries, and he knows what it takes to create sustainable success. He offers no-nonsense clarity, listens with intention, and shows up with a deep commitment to helping people move forward with confidence and peace of mind.

Fun Fact:

I’ve built businesses from the ground up in some of the toughest industries—what I bring to the table isn’t theory, it’s real-world experience that gets results. 

https://agents.worldfinancialgroup.com/Darin-Hamilton-D0X2N

Lee Workman

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Financial Educator | Lifelong Learner | Legacy Advocate

Hometown: Grew up in both Iowa and California

 Family: Proudly married to her wife, Lacie Workman, for 27 years

Why I Do This

 I believe that learning empowers action—and action builds legacy. I’ve always been passionate about education, whether I’m the one teaching or the one learning. After navigating a life-changing diagnosis, I experienced firsthand how important financial preparedness can be—not just for peace of mind, but for protecting the people we love. I’m here to help others gain clarity, confidence, and control over their financial futures—so they’re ready for anything life throws their way. 

Why Clients Choose Lee:

Clients are drawn to Lee’s thoughtfulness, deep empathy, and authentic desire to help. She creates a safe space for learning and decision-making, and meets every client with patience, clarity, and trust. Her clients know she’ll always guide with both heart and wisdom—empowering them to build a strong, lasting legacy.

Fun Fact I’m a genealogy enthusiast and a Renaissance faire regular! Whether I’m researching ancestral roots or geeking out over medieval lore, I love diving into history and stories that connect us across generations. Bonus fact: I joined the Army inspired by Corporal Radar O’Reilly from MASH*—and proudly lived out much of that role.

Bethany Naasz

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Financial Educator | Everyday Advocate | Empowerment Enthusiast

Hometown: Kingman, Arizona
Family: Proud pet parent to four furry companions

Bethany grew up without learning the basics of money—no budgeting, no saving, no investing. When she finally reached out for professional help, she was told she didn’t qualify because she didn’t earn enough. That experience stuck with her. Instead of giving up, she made it her mission to learn everything she could about financial wellness and make sure others never feel overlooked or dismissed the way she did.

Today, Bethany helps everyday people take control of their money and build a future they’re proud of—no judgment, just real guidance and support.

Why I Do This Work:

“I’ve been where many of my clients are. I know what it feels like to be dismissed or overwhelmed when it comes to money. That’s why I show up the way I do—to be the resource I wish I had.”

Why Clients Choose Bethany:

Bethany has a way of making finance feel approachable, empowering, and even inspiring. Her clients love that she meets them exactly where they’re at—without shame, jargon, or pressure. She’s a true advocate for everyday people who want to build something better and believe it’s possible.

Fun Fact:

Bethany is a self-taught woodworker! Her favorite projects so far include a custom farmhouse-style desk and a handcrafted three-drawer dresser—proof that with the right tools and mindset, you can build anything.

Samantha Frank

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Financial Strategy Consultant | Family Advocate | Compassionate Helper

Hometown: Billings Mt
Family: Married to Cole, proud mother of three: 18-year-old Carl, 15-year-old Amy, and 13-year-old Eric

Samantha has a heart for service and a deep passion for protecting families. Growing up around her father, an EMT, Samantha developed a strong desire to help others. Today, she channels that same passion into helping families safeguard their futures with financial protection and planning.

Why I Do What I Do:
“I’ve always wanted to make a meaningful impact in the lives of others. Watching my dad serve as an EMT inspired me to help people protect what matters most. I’m proud to do this by guiding families toward security and peace of mind for their futures.”

Why Clients Choose Samantha:
Samantha works with individuals who cherish the little moments in life. She connects with clients on a personal level, understanding the value of family and security. By simplifying complex topics and listening intently, she builds trust and helps families navigate their financial future with confidence.

Fun Fact:
Samantha loves sitting down to crochet with her daughter, discovering new patterns, and enjoying creative time together. It’s her way of connecting, relaxing, and sharing a special bond with her kids.

Jessica Ball

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Financial Strategy Consultant | Legacy Planning Expert | Compassionate Educator

Hometown: Santa Cruz, California
Family: Married for 15 years; proud mom to two beautiful daughters, ages 27 and 36. Her husband has two lovely daughters, ages 29 and 32.

Meet Jessica Ball: a vibrant dynamo with a heart as big as her passion for helping families! Born and raised in sunny Santa Cruz, California, Jessica has always had a love for the beach and an even bigger love for the ocean. After raising her own kids in the same gorgeous coastal environment, she now shares her life with her wonderful husband and their playful 8-month-old border collie and standard poodle mix, Ruby (aka “the ripper”).

Why I Do What I Do:
“I absolutely love helping families secure their futures! Whether it’s guiding grandparents on setting up a legacy for their grandkids or walking people through life insurance, I’m all about making sure they’re taken care of with compassion, patience, and a whole lot of heart. I’m here to give them the peace of mind they deserve!”

Why Clients Choose Jessica:
Jessica’s clients are drawn to her warmth, kindness, and enthusiasm. With her bubbly personality and expert knowledge, she makes protecting families feel less like a task and more like an exciting opportunity to secure the future. She’s passionate about teaching her clients how to make their money work as hard for them as they work for it—empowering them every step of the way!

Fun Fact:
When Jessica isn’t helping families with their financial goals, she’s likely in the kitchen whipping up new recipes to share with loved ones or out in the garden tending to her collection of succulents. She finds joy in both creating delicious treats and watching her garden bloom.