Team
Tina Marie Montoya RICP®
Retirement Income Certified Professional®
Registered Representative, IAR
(801) 352-6007
tinamarie@kjpwealthmanagement.com
...
Kaitlyn Van Zee, CFP®, MBA
Associate Advisor
801-676-0214
kaitlyn@kjpwealthmanagement.com
As Associate Advisor, Kaitlyn works closely with Tina on financial planning and investment management activities that are part of our custom wealth management process. She specializes in issues that impact young professionals...