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

Ariana Lilly

Client Experience Director
Mandy Gilmour

Mandy Gilmour

Assistant