Sean P. Lee, MSFS

Managing Partner

Cory Garcia

Vice President

Brian P. Hermann, MBA

Director of Operations

Christopher J. Cordova, RICP®

Investment Advisor Representative

Justin Nelson, CFP®, CRPC®

Investment Advisor Representative

Sharley Hartley

Financial Paraplanner

Elton Wilcox

Chief Compliance Officer

Aisha Bair

Director of Client Services

Salt Lake City

9350 South 150 East

Suite 320

Sandy, UT 84070

(801) 639-0095