Wealth Advisor – Investment Strategies and Management
Over 32 Years of Experience
Brian holds a Bachelor of Science degree in Business Administration a Finance from Weber State University. He also earned an associate degree in Emergency Care and Rescue while serving full-time as a Deputy Sheriff Paramedic for the Davis County Sheriff Office rising to the rank of Sergeant of the Emergency Services Division.
In 1990 Brian started a new career on Wall Street with Smith Barney Harris Upham & Company quickly building a reputation of quality work and ethics in Salt Lake City. Brian advanced to First Vice President – Investment Officer at Smith Barney, UBS AG Group Switzerland, and Wells Fargo Advisors. Brian is actively engaged as a primary portfolio manager for Three Peaks Wealth Management.
Brian enjoys many hobbies including woodworking, desert dirt bike riding with his family, and creates great smokey BBQ in the back yard. He also gives back to the community as the President of the Davis County Honorary Colonels providing business-related support to local law enforcement and the Davis County Search and Rescue team.
Wealth Advisor – Financial Planning Services
Over 20 Years of Investment & Planning Experience
Peter has been serving the needs of his clients since 2000. He specializes in retirement and legacy planning for individuals, families, and business owners along with key corporate executives. An important aspect of planning involves understanding the complexity of Social Security and its relationship to the overall income plan.
Peter was born and raised in Gympie, Queensland, Australia where he lived until attending Oklahoma State University in 1982 on a tennis scholarship. Peter won numerous Big Eight Conference titles and was named an All-American with honors in 1985. Peter graduated from Oklahoma State University in 1987 with a Bachelor of Science degree in Recreation Administration and Management.
In his personal time, Peter supports the local community by donating money and time to the Davis County Sheriff’s Honorary Colonels. He also spends time with his lovely wife Sharene and extended family playing tennis, golf, mountain biking, paddle boarding, and other outdoor activities.
Client Service & Operations
Over 40 Years of Accounting, Operations, Client Service Experience
Cathy is the supervisor of client services and operations. Her organizational skills play a vital role in ensuring superior client service from the moment a relationship is established. With her accounting background Cathy offers a wealth of knowledge to help guide your tax preparation and will work directly with your CPA or tax specialist. Cathy is a valuable resource you will enjoy working with.
Cathy was born in Idaho and grew up in the small town of Colfax, Washington. Cathy graduated with an accounting degree from Ensign College and has over 40 years of experience working with public accounting firms, Kroger Corporation, and was a senior administrative assistant with both Smith Barney and Wells Fargo Advisors.
Cathy is also the “director of culture” for her husband, 4 sons and 6 grandchildren. This second supervisory role includes riding a Honda CRF450 dirt bike, maintaining marksmanship level shooting skills, and being in high demand from her grandchildren along with her English Setters, Butch and Sundance.