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

St. George

1031 S Bluff Street

St. George, UT 84770

(801) 639-0095