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

Sarah Kilgore

Director of Client Services

Elton Wilcox

Chief Compliance Officer

Aisha Bair

Salt Lake City

9350 South 150 East

Suite 320

Sandy, UT 84070

(801) 639-0095