

Focus Areas
- Entrepreneurs & Business Owners
- New Investors
- Business Retirement Plans
- Employee Stock Options
- Estate & Legacy Strategies
- Women Investors
Focus Areas
- Entrepreneurs & Business Owners
- New Investors
- Business Retirement Plans
- Employee Stock Options
- Estate & Legacy Strategies
- Women Investors
Financial Advisor Certifications
ABFP®
Accredited Behavioral Finance Professional™
Team Members
Shelly BrooksSr. Branch Office AdministratorFPQP®
Alyssa CrosbyBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Web Conferencing
Phone
(435) 292-7987Fax
(877) 216-8846Office Address
47 E Center StreetMoab, UT 84532opens in a new window
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