The Salt Lake City Team The People Behind The BrandManaging Partner Sean P. Lee, MSFS Managing Partner, Investment Advisor Representative Advisors Dallin Bunnell Client Services Specialist/Investment Advisor Representative Cheryl Battung Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Chirho Garcia Investment Advisor Representative Operations Melissa Ceballos PHR, SHRM-CP: Director of People & Business Development Heidi Davies Office Manager Cory Garcia Director of Marketing Colby Gillies Portfolio Support Specialist Priscilla Hansen Senior Director of Client Services Cooper Parry Director of Financial Planning Ellen Whall Director of Advisor Services Elton Wilcox Chief Compliance Officer
Dallin Bunnell Client Services Specialist/Investment Advisor Representative Cheryl Battung Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Chirho Garcia Investment Advisor Representative
Melissa Ceballos PHR, SHRM-CP: Director of People & Business Development Heidi Davies Office Manager Cory Garcia Director of Marketing Colby Gillies Portfolio Support Specialist Priscilla Hansen Senior Director of Client Services Cooper Parry Director of Financial Planning Ellen Whall Director of Advisor Services Elton Wilcox Chief Compliance Officer
