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.



Our advisors

Adam Serr

MBA, CFP®, APMA

Financial Advisor

Learn more about Adam Serr Visit Adam Serr's website

Brian Singleton

CRPC

Financial Advisor

Learn more about Brian Singleton Visit Brian Singleton's website

Shayla Kelley

ChFC®

Financial Advisor

Learn more about Shayla Kelley Visit Shayla Kelley's website


Our team

Kristin Bergeson

Administrative Assistant

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.
View more

Braden Perrenoud

Financial Planning Analyst

Personal Intro

Braden will complete his undergraduate education with a degree in Business with an emphasis in Financial Planning from BYU-I in 2024. He grew up in Eastern Idaho and plans to become a financial advisor himself.

View more