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

Elton Wilcox

Chief Compliance Officer

Holly Smith

Office Manager

Kate Andersen

Project Manager

Liz Kirkby

Client Relationship Manager

Trent Colledge

Investment Advisor Representative

Melissa Ceballos

Director of Talent and Business Acquisition

Daniel Allgaier

Financial Planner

St. George

1173 South 250 West

Suite 502

St. George, UT 84770

(801) 639-0095