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Salt Lake City_Blue

13961 South Minuteman Drive,
Suite 300
Salt Lake City, UT 84020

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Phone: 801.984.8000

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management

Our Team

Our Salt Lake City advisors specialize in providing wealth management, life insurance, and retirement advisory services to corporate fiduciaries, high-net-worth investors, private foundations, corporate executives, and business owners as well as design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios.

Advisor

Lynn Ames, CPA

Financial Advisor

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Advisor

Braxton Barnes

Financial Advisor

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Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Christopher Jeppson, CFP®

Financial Advisor

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Advisor

Brett Johnson, ChFC®

Financial Advisor

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Advisor

Stan Kimball, CFP®, CPA

Principal,
Financial Advisor

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Salt Lake City, UT

13961 South Minuteman Drive,
Suite 300
Salt Lake City, UT 84020
Phone 801.984.8000