Sean P. Lee, MSFS

Managing Partner

Cory Garcia

Vice President

Brian P. Hermann, MBA

Chief Operating Officer

Christopher J. Cordova, RICP®

Investment Advisor Representative

Justin Nelson, CFP®, CRPC®

Investment Advisor Representative

Sharley Hartley

Financial Paraplanner

Elton Wilcox

Chief Compliance Officer

Holly Smith

Office Manager

Kate Andersen

Project Manager

Liz Kirkby

Client Relationship Manager

Trent Colledge

Investment Advisor Representative

Salt Lake City

9350 South 150 East

Suite 320

Sandy, UT 84070

(801) 639-0095