Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Adam C Serr

MBA, CFP®, APMA®

Private Wealth Advisor

Learn more about Adam C Serr Visit Adam C Serr's website

Braden Blaine Perrenoud

APMA®

Financial Advisor

Learn more about Braden Blaine Perrenoud Visit Braden Blaine Perrenoud's website

Brian Singleton

MBA, CFP®, APMA®

Financial Advisor

Learn more about Brian Singleton Visit Brian Singleton's website

Cory Dunn

APMA®

Associate Financial Advisor

Learn more about Cory Dunn Visit Cory Dunn's website

Janel Kinney

CRPC™, AAMS™

Financial Advisor

Learn more about Janel Kinney Visit Janel Kinney's website

Shayla Kelley

ChFC®, APMA®

Financial Advisor

Learn more about Shayla Kelley Visit Shayla Kelley's website


Our team

Kristin Bergeson

Kristin Bergeson

Paraplanner

Personal Intro

Kristin has been working in the financial advising/investing industry since 2013. Previously, she worked in the financial industry since 2005.

Qualifications

  • Series 6 License

  • Life Insurance License

Roles & Responsibilities

  • Kristin takes a lot of the phone calls and is always helping our clients feel comfortable and welcome when they come to visit.
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Chandler Serr

Chandler Serr

Paraplanner,

Investment Specialist

Personal Intro

Chandler joined our team in March 2025 after working in Dallas, TX as an Investment Analyst at Invesco. He graduated from BYU with a degree in Finance in 2022 and currently supports our advisors by staying on top of markets, performing administrative tasks and leading other miscellaneous projects.

Qualifications

  • Series 7

  • Series 65

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