Advantage Wealth Group

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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Team photo for Advantage Wealth Group
Team photo for Advantage Wealth Group

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Advisors

Advisor photo for Jeremy Leavitt

Jeremy Leavitt

CFP®, MPAS, APMA®, CRPS, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Jeremy Leavitt's website
Advisor photo for Brian L Monson

Brian L Monson

CRPC, APMA®, CLTC®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Brian L Monson's website


Team

Heidi Monson

Heidi Monson

Client Relationship Manager,

Business Development Specialist

Qualifications

    • Notary Public
    • Bachelor of Science degree in Family and Consumer Studies from the University of Utah.
    • In 2005, Heidi was awarded the State of Utah "Mother of the Year"

Roles & Responsibilities

  • Heidi oversees the administration of the office, client service and business development.
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