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Austin Green, CFP®

Senior 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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Bret Anderson

Wealth Advisor
1-480-209-0991

Branches Served:
Gilbert, Goodyear, Mesa, Phoenix

Team Members:
Brittany Schweitzer

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Brian Urie, CFP® CPFA® CRPS®

Retirement Plan Advisor
801-325-1903


Team Members:
Jennifer Humphrey



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Brittany Schweitzer

Member Service Associate
801-325-0576

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

Team Members:
Bret Anderson, Jake Mann, Jordan Curtis, Chase Flint, Mike Huerta



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Bryan Washburn

Wealth Advisor
435-628-5600

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


Team Members:
Cameron Pearson, Roie Hawkins

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Cameron Pearson

Associate Wealth Advisor
801-822-5230

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


Team Members:
Bryan Washburn, Roie Hawkins

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Chase Flint

Associate Wealth Advisor
801-325-6185

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


Team Members:
Jake Mann, Brittany Schweitzer

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Colby Young, CFP®

Wealth Advisor
801-373-7840

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


Team Members:
Kayla Bartholomew

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David LaPray

Wealth Advisor
208-403-9425

Branches Served:
Idaho Falls, Chubbuck, Pocatello, Rexburg, Ammon, Twin Falls



Team Members:
Jordan Staheli, Kayla Bartholomew

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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:
Brittany Schweitzer, Chase Flint

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James Bogenrief

Wealth Advisor
801-884-9026

Branches Served:
West Jordan - Redwood Rd., West Valley, Magna, Kearns, Kearns - 5600 W., Reno, Sparks

Team Members:
Mike Bauer, Joe Johnstun

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Jared Haslam

Associate Wealth Advisor
801-325-6463

Branches Served:
Holladay - Murray Holladay Rd., Holladay - Highland Dr., Murray, Millcreek - 33rd S., Salt Lake - 21st S., Heber, Kimball Junction


Team Members:
Sid Soria, Jennifer Humphrey

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Jennifer Humphrey

Member Service Associate
801-325-6427

Branches Served:
Holladay - Murray Holladay Rd., Holladay - Highland Dr., Murray, Millcreek - 33rd S., Salt Lake - 21st S., Heber, Kimball Junction

Team Members:
Brian Urie, Sid Soria, Jared Haslam, Kyle Patterson

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Joe Johnstun

Associate Wealth Advisor
801-325-6530

Branches Served:
Kearns, Kearns - 5600 W., Riverton, South Jordan - 104th S., Herriman, West Jordan - 90th S., West Jordan - Jordan Landing, Reno, Sparks


Team Members:
Nickie Gressmen

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John McConkie

Associate Wealth Advisor
801-325-6169

Branches Served:
Sandy - 94th S., Sandy - 9640 S. State St., Draper, South Jordan - River Park, Midvale - Fort Union, Taylorsville - 47th S., Taylorsville - 54th S., West Jordan - 90th S.

Team Members:
Mike Bauer, Michael Blackham

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Jordan Boyle, CFP®

Wealth Advisor
801-602-8762

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

Team Members:
Nickie Gressmen

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Jordan Curtis, RICP®

Senior Wealth Advisor
801-710-0206

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

Team Members:
Mike Huerta, Brittany Schweitzer

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Jordan Staheli

Associate Wealth Advisor
208-493-0119

Branches Served:
Ammon, Idaho Falls, Eagle, Chubbuck, Pocatello, Rexburg, Eagle, Boise - Ustick Rd., Boise - 3rd St., Cascade, Garden City, Garden Valley, Meridian, Nampa, Twin Falls
Team Members:
David LaPray, Matt Walo, Roie Hawkins, Kayla Bartholomew

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Joshua Cook

Wealth Advisor
435-635-8932

Branches Served:
Vernal - E. Highway 40, Vernal - W. Highway 40, Roosevelt, Altamont, Moab

Team Members:
Kayla Bartholomew

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Kayla Bartholomew

Member Service Associate
801-325-0414

Branches Served:
Provo, Ephraim, Richfield, Payson, Spanish Fork, Idaho Falls, Ammon, Chubbuck, Pocatello, Twin Falls, Rexburg, Vernal - E. Highway 40, Altamont, Roosevelt, Vernal - W. Highway 40, Moab

Team Members:
David LaPray, Jordan Staheli, Joshua Cook, Colby Young

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Kyle Patterson

Life Insurance Specialist
801-325-6599

Team Members:
Alahna Miranda

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Matt Naylor

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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Matt Walo

Wealth Advisor
208-908-3072

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

Team Members:
Jordan Staheli, Roie Hawkins

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Mike Bauer

Member Service Associate
801-325-6169

Branches Served:
Cottonwood Heights, Draper, Midvale - Fort Union, Sandy - 106th S., Sandy - 94th S., South Jordan - River Park, Taylorsville - 47th S., Taylorsville - 54th S., Magna, Kearns, Kearns - 5600 W., West Jordan - Redwood Rd., West Jordan - 90th S., West Valley, Reno, Sparks

Team Members:
Ray Nishikawa, John McConkie, Mike Blackham, James Bogenrief, Joe Johnstun,

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Mike Blackham

Senior Wealth Advisor
801-413-8907

Branches Served:
Sandy - 9640 S. State St., South Jordan - River Park, Midvale - Fort Union, Taylorsville - 47th S., Taylorsville - 54th S., West Jordan - 90th S.

Team Members:
John McConkie, Mike Bauer

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Mike Huerta, RICP®

Associate Wealth Advisor
801-325-0402

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

Team Members:
Jordan Curtis, Brittany Schweitzer

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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, Riverton, South Jordan - 104th S., Herriman, West Jordan - Jordan Landing

Team Members:
Austin Green, Jordan Boyle, Steve Shake, TJ Walk, Matt Naylor

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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, Roie Hawkins

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Ray Nishikawa

Wealth Advisor
801-580-4025

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

Team Members:
Mike Bauer

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Roie Hawkins

Member Service Associate
801-325-0523

Branches Served:
Idaho Falls, Ammon, Chubbuck, Pocatello, Rexburg, Twin Falls, Eagle, Boise - 3rd St., Boise - Ustick Rd., Cascade, Garden City, Garden Valley, Meridian, Nampa, Washington, Hurricane, Cedar City - Main St., Cedar City - Providence, Kanab, St. George - River Rd., St. George - Sunset, Las Vegas, Mesquite

Team Members:
Matthew Walo, Jordan Staheli, Niko Hensley, Stephen Skokos, Cameron Pearson, Bryan Washburn

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Sid Soria

Senior Wealth Advisor
801-325-6261

Branches Served:
Holladay - Murray Holladay Rd., Holladay - Highland Dr., Murray, Millcreek - 33rd S., Salt Lake - 21st S., Heber, Kimball Junction

Team Members:
Jared Haslam, Jennifer Humphrey



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Stephen Skokos, CFP®

Senior Wealth Advisor
435-272-3997

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




Team Members:
Niko Hensley, Roie Hawkins

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Steve Shake

Wealth Advisor
801-518-9869

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

Team Members:
TJ Walk, Nickie Gressmen

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TJ Walk

Associate Wealth Advisor
801-325-1963

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

Team Members:
Nickie Gressmen, Steve Shake

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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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Rainy Nitiharto

Operations Supervisor
801-325-6567

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Stewart Campbell, CFP®

Sales Manager
801-325-6180

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>
 




 

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