Broker Check

Meet Our Strategic Partners

Herschel Hugie

Herschel Hugie

CPA Partner

Website: Cook Martin Poulson, P.C.Email:
Phone: 435-750-5566 Ext. 106

Herschel is a native of Kaysville, Utah, Herschel earned a bachelor’s degree in
business administration and a master’s degree in accounting from Utah State
University. Herschel’s primary focus is on individuals and small businesses, where
he goes above and beyond to exceed his client’s needs. He assists with third party administrative work for 401(k) and Pension Plans. In addition, Herschel specializes in new business set up, payroll taxation, and QuickBooks consultation. Herschel and his wife Chantry have three little boys and a little girl, who keep them very busy. Herschel enjoys playing sports, snowmobiling, fishing, hunting, and anything else outdoors.

Herschel will begin helping our clients file taxes in the spring of 2023 for the 2022 tax year.

**Herschel Hugie is not registered to offer securities or investment advisory services with Osaic Wealth, Inc.**

**Cook Martin Poulson, PC is not affiliated with Osaic Wealth, Inc.**

Trident Trust

Trident Trust

Website: Trident Trust


Established over 40 years ago, Trident Trust is still privately owned and independent. Today, Trident Trust is a leading global corporate, fiduciary and fund administrator, employing over 900 staff across a footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East.

**Trident Trust is not affiliated with Osaic Wealth, Inc.**