VertiSource HR® and Pogson & Matt Wealth Management Group announce
Michael Otterson to oversee the VertiSource HR® 401K plan

Cottonwood Heights, UT - 19:28 – VertiSource HR®, a Human Capital Organization providing turn-key payroll and human resource solutions to businesses of all sizes, today announced Michael Otterson to oversee the VertiSource HR® 401K plan. In this role, he supports the VertiSource HR® client partners in evaluating their retirement plan options, plan design and maintenance,
investment selection, and providing employee education.

“Michael has a gift for communicating complicated matters to our clients an easily understood manner. We look forward to working with him on growing our clients’ retirement funds”, said VertiSource HR®’s CEO, Kim Bolinder.

Michael Otterson has been involved in personal financial planning, retirement planning, and wealth management for more than 13 years and prides himself in helping small businesses and their employees improve their financial situations and retirement outcomes. Michael joined Pogson & Matt Wealth Management Group in January 2019. Prior to joining Pogson & Matt Wealth Management Group, he worked for Fidelity Investments from 2005 through 2014. As a Relationship Manager at the firm, he established and maintained relationships with high net worth clients.

In 2014 Michael joined Transamerica Retirement Solutions as a Senior Retirement Counselor and traveled throughout the country to meet with investors in their employers’ 401k/403b/457 plans. Michael advised clients on building investment portfolios and creating and maintaining retirement plans.

Michael holds Series 7, 63 and 66 Registrations, as well as state insurance licenses.

Michael and his wife Whitnie live in Bountiful, Utah with their 2 young boys. They enjoy the beautiful landscapes of Utah and doing many activities outdoors, including hiking, skiing, camping, and off-roading.

“We couldn’t be happier to have someone as competent and forward-thinking as Michael. He’s innovative, attentive, and genuinely enjoys helping our clients”, said Rick Whatley, Director of Marketing and Sales for VertiSource HR®.

About VertiSource HR®

VertiSource HR® offers a turn-key payroll and human resource services for their client partners and puts the “human” back in human resources with their high-level of personal service. Specializing in small to large businesses, VertiSource HR® has offices in Cottonwood Heights, UT and Costa Mesa, CA.

For more information, please visit www.vertisourcehr.com or connect with VertiSource HR® on LinkedIn.


Media Contact:
Rick Whatley
855.565.VSHR (8474)