Sean P. Lee, MSFS

Managing Partner

Christopher J. Cordova, RICP®

Investment Advisor Representative

Trent Colledge, AFC® CFP®

Investment Advisor Representative

Daniel Allgaier, CFP®

Investment Advisor Representative

Holly Smith

Office Manager

Robbie Morris

Client Services Representative

Priscilla Hansen

Client Services Coordinator

Cory Garcia

Director of Marketing

Melissa Ceballos

Director of Talent and Business Acquisition

Brian P. Hermann, MBA

Chief Operating Officer

Elton Wilcox

Chief Compliance Officer

St. George

1173 South 250 West

Suite 502

St. George, UT 84770

(801) 639-0095