Our advisors

Our team

Alahna Miranda

Alahna Miranda

Client Service Coordinator,

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Family and Consumer Studies with an Emphasis in Financial Planning, University of Utah
  • Bachelor of Science in Psychology, University of Utah
  • 9 years of Finanical Industry Experience

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Systems and Process Oversight
  • Monitor Financial Planning Data
  • Client Meeting Preperation
  • Meeting Follow Up
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April Whiteman

April Whiteman

Receptionist,

Administrative Assistant

Roles & Responsibilities

  • Scheduling Coordinator
  • Client Reception
  • Scanning and Copying
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