About Us

Our team mission is to empower individuals, families, businesses, and athletes to achieve financial clarity and long-term confidence through personalized, and objective financial guidance.  We are committed to building generational relationships based on trust, transparency, and integrity, while helping clients make informed decisions that align with their values and goals.

Before joining Wells Fargo Advisors in 2009, I was a proud member of the United States Air Force. In 1999, I made a transition and became the Vice President of Marketing for a Utah Based Company.  Having over 30 years of investing experience and over 20 years of hedging strategies, I decided to move forward as a Financial Advisor with Wells Fargo Advisors.

Away from the office I am a recreational golfer and an avid entrepreneur.  The most important part of my life is spending quality time with my family. My wife Jessica and I reside in the beautiful state of Wyoming with our dogs, while our daughters Kaiya and McKenna attend the University of Utah.

(Series 7, 66 Registered - CRPC - Financial Advisor - Insurance Licensed in CA (Lic.  0H05655) Resident State: WY

With more than two decades of experience in the financial services industry, Coree Sullivan brings deep operational expertise and a client-first mindset to every interaction. She plays a critical role in supporting trade execution, resolving complex service issues, and helping ensure the delivery of accurate, timely reporting for clients and advisors alike.  Coree is known for her precision, responsiveness, and commitment to delivering a seamless client experience. Her ability to manage a wide range of financial needs with professionalism and care makes her a trusted resource for both clients and colleagues.

Outside of work, Coree enjoys spending time outdoors with her husband and cheering on her two sons at their football games.

She holds a Bachelor of Science from the University of Utah and maintains Series 7, 63, 65, and 9/10 registrations, as well as insurance licenses.

Prior to joining Wells Fargo Advisors, Trevin played basketball at Utah State University where he experienced college sports at one of the highest levels. Competitive sports have taught him the value of consistency, dedication, and showing up every day with a purpose. He carries those lessons into his professional life, taking pride in making clients feel supported. He approaches financial matters with clarity and purpose, maintaining a strong focus on accuracy, consistency, and operational excellence. His work reflects a commitment to integrity, continuous improvement, and delivering a strong overall experience to those he works with.

In his free time, he mountain bikes, plays in local rec league basketball tournaments, or spends time with his wife and new baby.  

He is dedicated to long‑term growth within the profession and to making a meaningful contribution to the advisory field. He holds an MBA from Utah State University, a master’s in financial planning from Utah Valley University, and maintains series 7, 66, and 63 registrations