Putting
people first.
Get to know our leadership team
Leadership at the Salt Lake City office is dedicated to doing good for our clients, employees and community.
Todd Grabner
Managing Partner
Laci Fair
Chief Financial Officer
David Zlotucha
Director of Supervision
Mat Burton
Executive Assistant
Dustee Ingram
Director of Training and Development
Jared Shumway
Director of Internship Development
Over my years as an advisor I’ve come to understand the importance of meeting clients where they are. I approach each new conversation with awareness of what fuels my clients’ fears and concerns. It then becomes my focus to provide them with a comprehensive plan that not only eliminates fear, but fosters...
Over my years as an advisor I’ve come to understand the importance of meeting clients where they are. I approach each new conversation with awareness of what fuels my clients’ fears and concerns. It then becomes my focus to provide them with a comprehensive plan that not only eliminates fear, but fosters confidence in their present and future goals.
My mission is to help my community and clients achieve financial freedom. I want to be a keystone in helping clients achieve their perfect future by providing expert guidance, exceptional service and world class products. My team and I value integrity, respect, and dedication to ensure that our clients are empowered...
My mission is to help my community and clients achieve financial freedom. I want to be a keystone in helping clients achieve their perfect future by providing expert guidance, exceptional service and world class products. My team and I value integrity, respect, and dedication to ensure that our clients are empowered to secure the future of their dreams.
