Financial Advisors in SALT LAKE CITY, UTAH

Salt Lake City, UT

If you're looking for a financial advisor in the Salt Lake City area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

Utah - location cropped-2_compressed


Lyndsey Xa, CFP®
Senior Financial Planner

Suzanne Mickelson
Senior Client Relationship Associate

Morgan DeGooyer
Senior Financial Planner

Brenda Winn
Client Relationship Manager

Scott Sayre, CFP®, CFS, MS
Financial Planning Manager

Mason Hulce
Client Relationship Associate

Tavia Young
Client Relationship Associate

Natalia Amato, CFA
Portfolio Manager

JoElle Goates
Client Relationship Associate

Contact Our Salt Lake City Financial Advisors

Located off of 3000 East in the quaint Old Mill area, our office can be found on the corner of Big Cottonwood Canyon Road and Lion Lane in the Millpointe office complex. Our Salt Lake City office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

One in ten U.S. workers is...

There is no magic formula to determine...

Personal healthcare costs are expected...

Generational wealth describes the...