The Salt Lake City Team

The People Behind The Brand

Managing Partner

Featured image for “Sean P. Lee, MSFS”

Sean P. Lee, MSFS

Managing Partner, Investment Advisor Representative

Advisors

Featured image for “Cheryl Battung”

Cheryl Battung

Investment Advisor Representative
Featured image for “Dallin Bunnell”

Dallin Bunnell

Client Services Specialist/Investment Advisor Representative
Featured image for “Christopher J. Cordova, RICP®”

Christopher J. Cordova, RICP®

Investment Advisor Representative
Featured image for “Jeff Currie”

Jeff Currie

Investment Advisor Representative
Featured image for “Chirho Garcia”

Chirho Garcia

Investment Advisor Representative
Featured image for “Cooper Parry”

Cooper Parry

Director of Financial Planning/Investment Advisor Representative

Operations

Featured image for “Melissa Ceballos”

Melissa Ceballos

PHR, SHRM-CP: Director of People & Business Development
Featured image for “Heidi Davies”

Heidi Davies

Office Manager
Featured image for “Cory Garcia”

Cory Garcia

Director of Marketing
Featured image for “Colby Gillies, CFA”

Colby Gillies, CFA

Investment Strategist
Featured image for “Priscilla Hansen”

Priscilla Hansen

Senior Director of Client Services
Featured image for “Ellen Whall”

Ellen Whall

Director of Advisor Services
Featured image for “Elton Wilcox”

Elton Wilcox

Chief Compliance Officer