Get to know our leadership team

Leadership at the Farmington office is dedicated to doing good for our clients, employees and community.

Photo of Co-Founder and Private Wealth Advisor Sawyere Monson

Sawyere Monson

Co-Founder and Private Wealth Advisor

We specialize in strategic wealth creation & planning. Our purpose is to build enduring relationships by providing panoramic planning, broad financial education, & simple yet sophisticated solutions. Elevating the peace of mind for our valued clients.
Photo of Wealth Management Advisor Gardner Brown

Gardner Brown

Wealth Management Advisor

Photo of Private Wealth Advisor Zach Burton

Zach Burton

Private Wealth Advisor

For over 10 years now, I have been helping clients create long lasting, comprehensive financial plans. Working closely with business owners and physicians in the past, I have developed the resources needed to manage wealth while mitigating risk and saving tax efficiently. My team and I strive to create long lasting relationships with our clients while we navigate your financial security together.
Photo of Wealth Management Advisor Ron Hunt

Ron Hunt

Wealth Management Advisor

Get to know our advisors and representatives.