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Team photo
Team photo

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Our advisors

Brian L Monson

CRPC, APMA®, CLTC®

Private Wealth Advisor

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

Jeremy Leavitt

CFP®, MPAS, APMA®, CRPS, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jeremy Leavitt Visit Jeremy Leavitt's website


Our 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 "Mother of the Year" for the State of Utah.

Roles & Responsibilities

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