The Salt Lake City TeamThe People Behind The BrandManaging Partner Sean P. Lee, MSFS Managing Partner, Investment Advisor Representative Advisors Daniel M. Allgaier, CFP®, CEPA® Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Operations Melissa Ceballos Director of Talent and Business Acquisition Heidi Davies Office Manager Cory Garcia Director of Marketing Priscilla Hansen Director of Client Services Brian P. Hermann MBA, Chief Operating Officer Elton Wilcox Chief Compliance Officer
Daniel M. Allgaier, CFP®, CEPA® Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative
Melissa Ceballos Director of Talent and Business Acquisition Heidi Davies Office Manager Cory Garcia Director of Marketing Priscilla Hansen Director of Client Services Brian P. Hermann MBA, Chief Operating Officer Elton Wilcox Chief Compliance Officer
