Broker Check



Kathy Jones-Price, CFP®, ChFC, CLU, MBA

Independent Personal Wealth Manager

(801) 352-6003

(801) 352-6007

Kathy Jones-Price is an independent personal wealth manager who has been in the financial planning industry for 25+ years. Kathy works with a select group of successful professional couples and individuals. Kathy is a twice graduate of...

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Kaitlyn Van Zee, CFP®, MBA

Associate Advisor



As Associate Advisor, Kaitlyn works closely with Kathy on financial planning and investment management activities that are part of our custom wealth management process. She specializes in issues that impact young professionals...

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Lauren Harding, MA

Client Service Associate


Lauren Harding, MA, As Client Service Associate, Lauren will be happy to take your phone calls and emails and put you in the right direction. She has worked the front desk since late 2021, and handles scheduling, meeting preparation....

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