Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Gregory S. BanksManaging Director - Investments
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.
J. Brody OrtonSenior Vice President - Investments
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 SutoriusSenior Registered Client Associate
Nicole’s favorite thing is spending time with her family, making memories and experiencing new adventures.
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