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Ashley Carrillo

Wealth Advisor
801-325-6185

Branches Served:
Ogden - Five Points, Clinton, Layton, Logan - 1425 N., Logan - 706 S.


Team Members:
Jake Mann, Toya Butler

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Austin Green

Wealth Advisor
801-910-0968

Branches Served:
Glendale - Redwood Rd., Rose Park - 700 N., Salt Lake - 735 S. State St., Stansbury Park, Tooele, Albuquerque - Golf Course Rd., Albuquerque - Paseo Del Norte Blvd.

Team Members:
Steve Shake, Nickie Gressmen

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Bill Loucks

Senior Wealth Advisor
801-374-5284

Branches Served:
Provo, Ephraim, Richfield, Payson, Spanish Fork





Team Members:
Cameron Pearson, Amanda Smith

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Bret Anderson

Associate Wealth Advisor
801-325-6169

Branches Served:
South Jordan - River Park, Salt Lake - 325 S. State St., Midvale - Fort Union, Taylorsville - 47th S., Taylorsville - 54th S., Sparks, Mesa, Phoenix

Team Members:
Mike Blackham, Ray Nishikawa, Karleen Byerley

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Brian Urie

Retirement Planning Advisor
801-325-1903


Team Members:
Roie Hawkins



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Bryan Washburn

Wealth Advisor
435-628-5600

Branches Served:
St. George - Sunset, St. George - River Road, Las Vegas, Mesquite




Team Members:
Joe Johnstun

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Cameron Pearson

Associate Wealth Advisor
801-822-5230

Branches Served:
Provo, Ephraim, Richfield, Payson, Spanish Fork, Vernal - E. Highway 40, Altamont, Roosevelt, Vernal - W. Highway 40, Moab


Team Members:
Bill Loucks, Joshua Cook, Amanda Smith

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Colby Young

Associate Wealth Advisor
801-373-7840

Branches Served:
Orem - N. State St., American Fork, Lehi, Orem - University Place, Price, Saratoga Springs




Team Members:
Jordan Boyle, Nickie Gressmen

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David LaPray

Wealth Advisor
208-403-9425

Branches Served:
Idaho Falls - Sunnyside Rd., Idaho Falls, Chubbuck, Pocatello - South 5th Ave., Pocatello - Yellowstone Ave., Rexburg



Team Members:
Jordan Staheli, Roie Hawkins

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Jake Mann

Wealth Advisor
801-623-8935

Branches Served:
Ogden - Five Points, Clinton, Layton, Logan - 1425 N., Logan - 706 S.



Team Members:
Ashley Carrillo, Toya Butler

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James Bogenrief

Wealth Advisor
801-884-9026

Branches Served:
West Jordan - Redwood Rd., West Valley, Copperton, Kearns, Millcreek - 33rd S., Reno


Team Members:
John McConkie, Karleen Byerley, Ray Nishikawa

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Jared Haslam

Associate Wealth Advisor
801-325-6463

Branches Served:
Holladay - Murray Holladay Rd., Holladay - Highland Dr., Murray, Salt Lake - 21st S., Heber, Kimball Junction


Team Members:
Sid Soria, Tamsen Reid

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Joe Johnstun

Associate Wealth Advisor
801-325-6530

Branches Served:
Riverton, South Jordan - 104th S., Herriman, West Jordan - 90th S., West Jordan - Jordan Landing

Team Members:
Rustin Lance, Bryan Washburn

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John McConkie

Associate Wealth Advisor
801-325-6169

Branches Served:
West Jordan - Redwood Rd., West Valley, Copperton, Kearns, Millcreek - 33rd S., Reno


Team Members:
James Bogenrief, Ray Nishikawa, Karleen Byerley

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Jordan Boyle

Wealth Advisor
801-602-8762

Branches Served:
Orem - N. State St., American Fork, Lehi, Orem - University Place, Price, Saratoga Springs



Team Members:
Colby Young, Nickie Gressmen

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Jordan Curtis

Wealth Advisor
801-710-0206

Branches Served:
Ogden - 40th St., Kaysville, Centerville, Woods Cross

Team Members:
Toya Butler Mike Huerta

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Jordan Staheli

Associate Wealth Advisor
208-493-0119

Branches Served:
Idaho Falls - Sunnyside Rd., Eagle, Idaho Falls - Hitt Rd., Chubbuck, Pocatello - South 5th Ave., Pocatello - Yellowstone Ave., Rexburg, Eagle, Boise - Ustick Rd., Boise - 3rd St., Cascade, Garden City, Garden Valley, Meridian, Nampa
Team Members:
David LaPray, Matt Walo, Roie Hawkins

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Joshua Cook

Wealth Advisor
435-635-8932

Branches Served:
Vernal - East Highway 40, Vernal - West Highway 40, Roosevelt, Altamont, Moab.
Team Members:
Cameron Pearson, Amanda Smith

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Kyle Patterson

Life Insurance Specialist
801-325-6599

Team Members:
Amanda Smith

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Mike Blackham

Senior Wealth Advisor
801-413-8907

Branches Served:
South Jordan - River Park, Salt Lake - 325 S. State St., Midvale - Fort Union, Taylorsville - 47th S., Taylorsville - 54th S., Sparks, Mesa, Phoenix

Team Members:
Bret Anderson Karleen Byerley, Ray Nishikawa

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Mike Huerta

Associate Wealth Advisor
801-325-0402

Branches Served:
Ogden - 40th St., Ogden - Five Points, Kaysville, Centerville, Woods Cross

Team Members:
Jordan Curtis, Toya Butler

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Matt Walo

Wealth Advisor
208-908-3072

Branches Served:
Eagle, Boise - Ustick Rd., Boise - 3rd St., Cascade, Garden City, Garden Valley, Meridian, Nampa

Team Members:
Jordan Staheli, Roie Hawkins

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Niko Hensley

Associate Wealth Advisor
435-429-9011

Branches Served:
Washington, Hurricane, Cedar City - Main St., Cedar City - Providence, Kanab

Team Member:
Stephen Skokos

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Ray Nishikawa

Wealth Advisor
801-580-4025

Branches Served:
Sandy - 106th S., Sandy - 94th S., Cottonwood Heights, Draper

Team Members:
John McConkie, Bret Anderson, Karleen Byerley, Michael Blackham, James Bogenrief

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Rustin Lance

Wealth Advisor
801-518-9869

Branches Served:
Riverton, South Jordan - 104th S., Herriman, West Jordan - 90th S., West Jordan - Jordan Landing


Team Members:
Joe Johnstun

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Sid Soria

Senior Wealth Advisor
801-325-6261

Branches Served:
Holladay - Murray Holladay Rd., Holladay - Highland Dr., Murray, Salt Lake - 21st S., Heber, Kimball Junction


Team Members:
Jared Haslam Tamsen Reid


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Stephen Skokos

Wealth Advisor
435-272-3997

Branches Served:
Washington, Hurricane, Cedar City - Main St., Cedar City - Providence, Kanab


Team Members:
Niko Hensley

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Steve Shake

Associate Wealth Advisor
801-325-6266

Branches Served:
Salt Lake - 735 S. State St., Glendale - Redwood Rd., Rose Park - 700 N., Stansbury Park, Tooele, Albuquerque - Golf Course Rd., Albuquerque - Paseo Del Norte Blvd.

Team Members:
Austin Green, Nickie Gressmen

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Tamsen Reid

Associate Wealth Advisor
801-325-6508

Branches Served:
Holladay - Murray Holladay Rd., Holladay - Highland Dr., Murray, Salt Lake - 21st S., Heber, Kimball Junction

Team Members:
Sid Soria, Jared Haslam

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Member Service Team

Chad Waddoups

VP/Program Manager
801-325-6402

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Matt Meese

Sales Manager
801-838-8959

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Stewart Campbell

Sales Manager
801-325-6180

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Rainy Nitiharto

Operations Supervisor
801-325-6567

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Amanda Smith

Member Service Associate
801-325-0414

Branches Served:
Provo, Ephraim, Payson, Richfield, Spanish Fork, Vernal, Uintah, Altamont, Moab, Roosevelt


Team Members:
Bill Loucks, Cameron Pearson, Joshua Cook, Kyle Patterson

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Karleen Byerley

Member Service Associate
801-325-6169

Branches Served:
South Jordan - River Park, Salt Lake - 325 S. State St., Midvale - Fort Union, Taylorsville - 47th S., Taylorsville - 54th S., Sparks, Mesa, Phoenix, West Jordan - Redwood Rd., West Valley, Copperton, Kearns, Millcreek - 33rd S., Reno
Team Members:
James Bogenrief, Mike Blackham, Bret Anderson, John McConkie, Ray Nishikawa

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Nickie Gressmen

Member Service Associate
801-325-6251

Branches Served:
Glendale - Redwood Rd., Rose Park - 700 N., Salt Lake - 735 S. State St., Stansbury Park, Tooele, Albuquerque - Golf Course Rd., Albuquerque - Paseo Del Norte Blvd., Orem - N. State St., American Fork, Lehi, Orem - University Place, Price, Saratoga Springs
Team Members:

Austin Green, Jordan Boyle Steve Shake, Colby Young

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Roie Hawkins

Member Service Associate
801-325-0523

Branches Served:
Idaho Falls, Ammon, Chubbuck, Pocatello, Rexburg, Twin Falls, Eagle, Bosie – 3rd St., Boise – Ustick Road, Cascade, Garden City, Garden Valley, Meridian and Nampa

Team Members:
David LaPray, Matthew Walo, Jordan Staheli

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Toya Butler

Member Service Associate
801-325-6288

Branches Served:
Ogden - 40th St., Ogden - Five Points, Kaysville, Centerville, Woods Cross, Clinton, Layton, Logan - 1425 N., Logan - 706 S.

Team Members:
Jake Mann, Ashley Carrillo

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