Greg began his career as a Financial Advisor when he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors. He earned a B.S. degree in Management and an MBA with an emphasis in Finance and Accounting from the University of Utah. From 2013 to 2020, he has been recognized by his firm as a Wells Fargo Premier Advisor, a distinction held by a select group of Financial Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism.  Additional criteria, including length of service, may also be used to determine recipients. 

Greg’s interests away from work are centered on his family. He and his wife Shea have four children: Kaitlyn, Brandon, Andrew, and Paige. They enjoy spending time together anywhere, but especially in the outdoors where they love to camp, hike and fish.

Greg serves on the board of Utah Dispute Resolution (UDR), a non-profit that provides mediation services to individuals in financial need. He is also on the board of the Kiwanis Club of Salt Lake City, a service organization dedicated to helping children in local communities.

Brody began his career as a Financial Advisor with AG Edwards, a predecessor of Wells Fargo Advisors.  He graduated from Brigham Young University with a degree focused on Finance. In 2020, he was recognized by his firm as a Wells Fargo Premier Advisor, a distinction held by a select group of Financial Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism.  Additional criteria, including length of service, may also be used to determine recipients. 

Brody spends his free time with his wife Elizabeth, and his four children, Shawn, London, Leila, and Oaks.  He enjoys golf, snowboarding, mountain biking, boating, reading, and community service.  

Separate from his work at Wells Fargo Advisors, Brody also volunteers with Action Humanitarian, a non-profit organization that focuses on helping under privileged people in the Philippines.

Nicole leads The Banks Orton Financial Group’s client service platform and manages operations.  With over 24 years of industry experience, it cannot be overstated how vital her efforts are to the team’s ability to meet and achieve clients’ expectations. She graduated with a Bachelor’s Degree in Finance from the University of Utah and is a proud Ute Fan!

Nicole’s favorite thing is spending time with her family, making memories and experiencing new adventures.

CA Insurance License 0L04506