Our Experience

Network of Partner Level Consultants and Financial Professionals
Our Team

Our Leadership Team

We are driven to provide you with the most effective Income Solutions available. Using best in class insurance, a portfolio of intelligent automation strategies, and the most unique cybersecurity products, we have assembled a one-of-a-kind platform to help you protect your income and data so that your business will continue, your top talent will be fully engaged, and you will live the life you’ve earned no matter what.

Stephen J. Hall, CLU, ChFC

Stephen, prior to the 2016 acquisition by Payroc, served as Managing Partner/CEO of The iTransact Group, LLC, an Independent Sales Organization that markets credit card processing services through Strategic Alliances, CPA’s, Financial Professionals, Health Benefits Brokers, and Property Casualty Agents. Presently, Stephen sits on the board of Payroc. Previously, he served as Managing Partner/ CEO of My ePHIT, LLC; an online wellness company focused on fitness, nutrition, and mindset. He was one of the company’s four founding partners that successfully took it from an idea stage through an acquisition by AXIA Health Management, LLC in 2006.

Stephen began his business career in 1974 with Mutual of New York (MONY) in Boise, Idaho as an insurance professional and qualified for the Million Dollar Round Table in his first year. In 1986, he became the General Manager of MONY's Intermountain Agency, with sales offices in Idaho and Utah, where he led that organization to MONY's number one agency in 1989. The balance of his career with MONY, from 1990 through 2001, was in New York at MONY's Home Office, as a Senior Officer responsible for MONY's career distribution. Stephen has served on various business, community and professional boards. He is a graduate of Boise State University with Bachelor of Business Administration. He is a CLU and ChFC.

Stephen Hall

Stephen J. Hall, CLU, ChFC

Stephen, prior to the 2016 acquisition by Payroc, served as Managing Partner/CEO of The iTransact Group, LLC, an Independent Sales Organization that markets credit card processing services through Strategic Alliances, CPA’s, Financial Professionals, Health Benefits Brokers, and Property Casualty Agents. Presently, Stephen sits on the board of Payroc. Previously, he served as Managing Partner/ CEO of My ePHIT, LLC; an online wellness company focused on fitness, nutrition, and mindset. He was one of the company’s four founding partners that successfully took it from an idea stage through an acquisition by AXIA Health Management, LLC in 2006.

Stephen began his business career in 1974 with Mutual of New York (MONY) in Boise, Idaho as an insurance professional and qualified for the Million Dollar Round Table in his first year. In 1986, he became the General Manager of MONY's Intermountain Agency, with sales offices in Idaho and Utah, where he led that organization to MONY's number one agency in 1989. The balance of his career with MONY, from 1990 through 2001, was in New York at MONY's Home Office, as a Senior Officer responsible for MONY's career distribution. Stephen has served on various business, community and professional boards. He is a graduate of Boise State University with Bachelor of Business Administration. He is a CLU and ChFC.

Porter Hall

Porter J. Hall

Porter spent 33 years with Arthur Andersen LLP, where he was a Senior Partner and Managing Partner of the Utah Practice, specializing in public and private financings and mergers and acquisitions. He served companies in many industries including several significant Network Marketing Companies. After retiring from Arthur Andersen he helped create My ePHIT an online wellness company serving 25 million customers across the US. He served as Managing Partner /Chairman of the Board. He also served as chairman and director of a number of private and public companies and community and educational organizations.

Porter also served as the President of Monavie for one year, working directly with the distributors and assisting them in growing their businesses and realizing their dreams. Porter was most recently the Managing Partner/ Chairman of the board of the iTransact Group, an Independent Sales Organization that markets credit card processing services through CPA’s and other Strategic Alliances. Payrock recently acquired Itransact. Porter received his Bachelor of Science Degree in Accounting from Brigham Young University.

Clint Hall

Clinton E. Hall

Clint entered the insurance industry in 1998 with Mutual of New York (MONY) in New York, NY as an Insurance Professional for MONY Sports Marketing helping Professional Athletes protect their income. An advocate for teamwork, Clint has dedicated his career to creating collaboration among different Financial Professionals. His coordinated approach helps handle the complex needs of high earning professionals and provides insight on protection strategies and insurance solutions.

As Managing Partner, of Concord Wealth Management, Clint built a one of its kind planning network to help Financial Professionals elevate their practice with strategic marketing and advanced planning concepts. Creator of The Private Label Experience, he is recognized as an industry thought leader with expertise in life insurance planning and team development. Using innovative techniques, Clint helps people merge planning fundamentals with implementation.

Clint earned a Bachelor of Arts from the University of Delaware.

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