Mon - Fri 8:30 AM - 5:00 PM (801) 225-5555

About Us

The right people in the right places serving you

Our Team

Craig Judd

President and Financial Advisor

Mindy Perez

Financial Planner & Business Manager

Micki Taylor

Applications and Processing

Candace Riedelbach

Marketing and Client Services

Tiffany Peterson

Client Services

Chanel Chytraus

Client Services

John Cohen

CIMA, CFP, ChFC

Ken Evangelista

OSJ Manager