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Employee Spotlight: Trent Colledge

In Articles, Articles: Salt Lake City Office, SLC Summer 2019, Team Spotlights by Scott Dougan

Trent Colledge Investment Advisor Representative Trent was born and raised in Utah and loves living in the Beehive state. He graduated from Utah Valley University with a degree in Personal Financial Planning and became an Accredited Financial Counselor (AFC®) while pursuing his degree. Trent and his wife Morgan are expecting their first child this year, and hope to raise her …

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Employee Spotlight: Sharley Hartley

In SLC Spring 2019, Team Spotlights by Scott Dougan

Sharley Hartley Financial Paraplanner Sharley grew up in Utah enjoying all of the many things it has to offer. She studied Psychology and Criminal Justice before realizing the financial world is where she wants to be. After obtaining her Series 7 and 63 and working as a broker she decided to get into financial planning. When out of the office …

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Employee Spotlight: Aisha Bair

In SLC Spring 2019, Team Spotlights by Scott Dougan

Aisha Bair Director of Client Services Aisha came from a small mountainous town called Bend, Oregon. She went to SUU for Business Management and is working on her degree. She and her husband, Andrew, have a daughter named Maya. They love to bake and cook as a family. Aisha enjoys teaching Maya how to sing and play piano as well …