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

Ariana Lilly

Client Experience Director

Micki Taylor

Applications and Processing

Candace Riedelbach

Marketing and Client Services
Mandy Gilmour

Mandy Gilmour

Assistant

Ken Evangelista

OSJ Manager

John Cohen

CIMA, CFP, ChFC