Our advisors

Bob Smith

Bob Smith

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Smith Visit Bob Smith's website
KC Smith

KC Smith

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about KC Smith Visit KC Smith's website
Neil F Fenning

Neil F Fenning

Financial Advisor

Investment Specialist
Learn more about Neil F Fenning Visit Neil F Fenning's website
Alahna Miranda

Alahna Miranda

Financial Advisor

Financial Planning Specialist
Learn more about Alahna Miranda Visit Alahna Miranda's website

Our team

April Whiteman

April Whiteman

Receptionist,

Administrative Assistant

Roles & Responsibilities

  • Scheduling Coordinator
  • Client Reception
  • Client Meeting Preparation
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Xavier Vazquez

Xavier Vazquez

Client Service Coordinator

Qualifications

  • B.S. Business Administration from the University of Utah

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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