Our Team

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

Advisors

  • Travis Kell

    Travis Kell

    Private Wealth Advisor, Senior Partner (CFP®, APMA™)

    VIEW BIO

  • Stephen Williams

    Stephen Williams

    Private Wealth Advisor, Senior Partner (CFP®, APMA™)

    VIEW BIO

  • Jason Collier

    Jason Collier

    Private Wealth Advisor, Senior Partner (CFP®, APMA™, ChFC®)

    VIEW BIO

  • Stephen Tate

    Stephen Tate

    Private Wealth Advisor, Senior Partner (APMA™)

    VIEW BIO

  • Blair Perry

    Blair Perry

    Private Wealth Advisor, Certified Divorce Financial Analyst (CFP®, CDFA®, APMA™)

    VIEW BIO

  • Chalise R Westenskow

    Chalise R Westenskow

    Private Wealth Advisor, Certified Divorce Financial Analyst (CFP®, CDFA®, APMA™)

    VIEW BIO

Team

  • Michelle Vuksinick

    Michelle Vuksinick

    Client Relationship Manager (APMA™)

    801.590.2029

    SEND EMAIL

  • Brooke DeMasters

    Brooke DeMasters

    Client Service Manager

    (801) 590-2029

    SEND EMAIL

  • Tiffany Mounteer

    Tiffany Mounteer

    Client Relationship Manager (APMA™)

    (801) 569-4871

    SEND EMAIL