Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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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!
Alix brings an uplifting presence to every client interaction blending her free-spirited love of nature with a polished, professional approach to client service, marketing support, & administrative coordination. With 12+ years of client relations experience, She joined the team in April 2026 as Administrative Assistant & Marketing Manager.
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.
Caleb is currently a student at BYU studying Finance. He has a strong interest in wealth management and enjoys learning how to help individuals and families make thoughtful financial decisions that support long-term growth and security. In his free time, Caleb enjoys getting outside, especially when it’s skiing, biking, or rock climbing.
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