Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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Tressa has been with our team since 2016. 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!
Katie and her husband are the parents to two wild and crazy boys. Katie has been with our team since the fall of 2022. 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.
Rachel is a recent graduate from BYU in Dance and Bachelor of Fine Arts program. She has a passion for teaching and choreographing but mostly being helpful to all those she comes in contact with. Rachel is our planning assistant and looks forward to gaining more experience in the industry.
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