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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.
SALT LAKE CITY’S WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
Lyndsey Xa, CFP®
Financial Planning Manager
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.
STE 100
Salt Lake City, UT 84121
WE KEEP YOU INFORMED
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.
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