Employee Spotlight: Daniel Allgaier
Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …
Employee Spotlight: Julia Urquhart
Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie. She enjoys gardening, playing golf …
Employee Spotlight: Liz Kirkby
Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …
Employee Spotlight: Holly Smith
Holly Smith Office Manager Holly is from Utah and Idaho and calls both of them home. She is married to Brady and they have 3 sons, 1 daughter in law, and 2 perfect grandkids. Holly’s favorite nick name is Nana, of course. Holly and her family love the outdoors and are always planning the next road trip, which usually involves …
Employee Spotlight: Sharley Hartley
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 …
Employee Spotlight: Aisha Bair
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 …
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