
Putting
people first.
Get to know our leadership team
Leadership at the Logan office is dedicated to doing good for our clients, employees and community.

My mission is to help individuals and families achieve financial security: having money when you need it and when you want it. I partner with my clients by providing expert guidance, exceptional service and world class products. With two offices in St. George and Logan, Utah, my team and I serve clients throughout...
My mission is to help individuals and families achieve financial security: having money when you need it and when you want it. I partner with my clients by providing expert guidance, exceptional service and world class products. With two offices in St. George and Logan, Utah, my team and I serve clients throughout the state and country.