About Us

Meet the Team

For the last few decades,  we’ve continually worked to employ top tier advisors and staff with diverse backgrounds in the financial industry. Our experience includes Wall Street firms such as Morgan Stanley, John Hancock, Merrill Lynch, Prudential, and Wachovia, discount brokerage industry leaders including Fidelity, Charles Schwab, and TD Waterhouse, and leading local financial institutions such as First Security, Zion’s Bank, and Mountain America Credit Union.

 

Our diverse backgrounds give strength in our shared vision. We recognize that most financial institutions whether large or small, global or local, focused on the institution first and the client second or not at all. What we have to offer each of our clients is a wealth of experience and professionalism based on advice without a conflict of interest. As simple as this seems, it is virtually impossible for many financial professionals to offer. This is our vision.

Our Team of Experts

Gary Teran

Gary Teran

President & CEO
Cheryl Sumsion Photo

Cheryl Sumsion

Licensing Manager
Jeffery W. Teran Photo

Jeffrey W. Teran CFP® | MSF

Executive Vice President of Investments
Rena Kirkman Photo

Rena Kirkman

New Business & TOA Manager
Eric Wallace Photo

Eric C. Wallace

Executive Vice President of Investments
Kamala Asay Photo

Kamala Asay

Vice President of Operations
Kevin Grow Photo

Kevin Grow

Vice President of Investments
Jacqueline Brawner Photo

Jacqueline Brawner

Executive Administrative Assistant
Rich Bingham Photo

Richard K. Bingham

Financial Representative
Cynthia Riley MBA

Cynthia Riley MBA

Accountant
Cole Cooper

Cole Cooper

Vice President of Investments
emily-wallace-web

Emily Wallace

Compliance Officer
Lori Neto

Lori Neto

Administrative Receptionist
Mike Blake

Mike Blake

Vice President of Investments
Josh Liljenquist

Joshua C. Liljenquist, CFP®

Vice President of Investments
Scott Kimball

Scott Kimball, CFP®

Vice President of Investments
Stewart Simons

Stewart Simons

Vice President of Investments
Andy Brown

Andy Brown

Vice President of Investments