With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Katie and her husband are the parents to two wild and crazy boys. Katie has been with our team for just over two years. She enjoys spending as much time outside with her boys and enjoying them while they're young. Even though baking sweet treats is a favorite hobby nothing beats cuddling up with a warm cup of coffee and a good book. Katie specializes in marketing and client services.
Heather and her husband are the parents of two daughters and three sons. She has a Master's in Family Financial Planning from Texas Tech University. In addition to financial planning, Heather enjoys working as a Group Fitness Instructor.
Tressa has been with our team for eight years. She specializes in scheduling clients, working to meet their needs, and managing the office. Tressa and her husband have four children. She loves gardening, traveling, and performing in civic choirs in the Salt Lake area. Working with such wonderful clients is the best part of her job!
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