With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Tressa has been with our team for eight years. 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!
Heather and her husband are the parents of two daughters and three sons. She has a Master's in Family Financial Planning from Texas Tech University. In addition to financial planning, Heather enjoys working as a Group Fitness Instructor.
Katie and her husband are the parents to one little boy and one on the way in March 2024! Katie has been with our team for one year. She specializes in working to meet client needs and scheduling. She enjoys reading, baking and spending time with her growing family.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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