Anthony began his career as a Financial Advisor Trainee with Morgan Stanley in 1999. In 2001, he joined a regional brokerage firm, AG Edwards & Sons, based in St. Louis, Missouri. AG Edwards & Sons was purchased by Wachovia Securities in 2007, which was subsequently purchased by Wells Fargo Advisors in 2008. 

Anthony holds a Bachelors Degree in Psychology from the University of Puget Sound. With an emphasis on continuing education, he also earned the Accredited Asset Management Specialist(sm) designation from the College of Financial Planning.

 Away from the office, Anthony enjoys golfing, coaching soccer and basketball, and travelling with his wife, Ashley, and their two little girls, Evie and Anna.

CA Insurance License Number: 0G39420. Resident State UT.

Victor Rickman has been a financial advisor for more than 40 years. He received his undergraduate degree from the University of Utah, his graduate degree from the College of Financial Planning, and his MBA in finance from Santa Clara University.

Victor has been a board member and officer on many non-profit organizations’ boards including those of The Sharing Place, Ballet West, and Ronald McDonald House Charities of the Intermountain Area, Inc., for which he served as board president and in numerous board and committee positions continuously throughout the past 25 years. Victor was awarded the Norma Matheson Outstanding Volunteer of the Year Award by the Utah Society of Fund Raisers and the Utah Nonprofits Association at Philanthropy Day 2015*.

Victor and his wife, Susan, have four children: Connor (married to Caty), Asher (married to Romy), Eli, and Blythe (married to Brenon), Victor is an avid road biker and he and Susan love to travel.

CA Insurance License Number: 0C65506. Resident State UT.

*The 2015 Norma Matheson Outstanding Volunteer of the Year Award by the Utah Society of Fund Raiser and the Utah Nonprofits Association was bestowed as a result of philanthropic efforts, unrelated to the business of the firm.

Patrice has been providing sound financial advice to her many clients since 1986. As First Vice President - Investments and a Financial Advisor at Wells Fargo Advisors in Salt Lake City, Patrice works to help high-net worth individuals plan and invest for a financially secure future, taking them through the process of determining their investment objectives and setting realistic goals. She then designs and recommends a personalized investment plan, implements the agreed upon plan and continually monitors its performance. With a mission of consistent effort and outstanding service, she has built a solid base of satisfied clients. 

In discussing her work philosophy, Patrice speaks with sincerity and conviction: ‘I will work to improve the quality of life of my clients by helping them achieve their financial goals. Throughout the investment process, I underscore the value I place on education, trust, integrity, and service.’ 

Patrice holds a bachelor’s degree in economics from the University of Utah and also holds several securities and insurance registrations. In addition, she has earned the Certified Investment Management Analyst® (CIMA®) designation. In her leisure, she enjoys skiing, bicycle touring, surfing, traveling, and spending time with family and friends.

David has over 10 years of investment experience, 8 of which with Wells Fargo Advisors. He works hand in hand with families, executives, and institutions delivering tailored wealth management advice. These customized strategies encompass investments, risk management, trust services, and estate planning. Drawing upon David’s institutional experience at Goldman Sachs and Craig Hallum Capital, he supports our team with managing discretionary portfolio strategies for clients.

He earned his undergraduate degree in Financial Management from the University of St. Thomas in St. Paul, Minnesota. David has also earned the Chartered Retirement Planning Counselor(sm) designation from the College of Financial Planning.

David and wife Laura have made Salt Lake their home, relocating from Minnesota and Colombia. He’s a passionate skier, mountain biker, and loves traveling with his family.

CA Insurance License Number: 0M80740. Resident State UT.

Katrina joined Wells Fargo Advisors in September of 2013, after working at UBS Financial Services for five years. She was honored to be named as one of the Wells Fargo Advisors “Team Member of the Year” for 2016*. She received her cum laude BA degree in Anthropology and History from the University of Utah.

Focusing on client relationships, Katrina’s responsibilities are diverse and include opening accounts and client onboarding, account transfers, estate processing, and myriad transactions, from issuing checks to executing market trades. This wide range of responsibilities allows Katrina to bring complex problem-solving skills and nuance to her work.

Katrina holds the Series 7 and Series 66 securities registrations and holds an insurance license. 

In their free time, Katrina and her husband, Jess, enjoy escaping to the solitude and graceful desert landscapes of Southern Utah. Gardening, cooking, yoga, running and hiking are among her favorite diversions.

CA Insurance License Number: 0I72519. Resident State UT.

*The Team Member of the Year award is given to team members for their service and commitment to the vision, values & goals of the Firm.

Betsy has been in the Financial Services industry for 25 years. She earned a Bachelor of Science degree from the University of Utah, with a Geographic Information System emphasis.

 Providing each client with a positive experience is always Betsy’s focus. This includes helping to open new accounts, scheduling appointments, addressing questions, and solving problems in regard to distributions and statement reviews.

During her tenure at Wells Fargo Advisors, Betsy has been instrumental in the start-up of a new branch, training new office staff, handling office ordering and is the point of contact for technology issues and information distribution.   

Betsy is a Park City native and currently reside in Oakley, Utah.  She is the proud mother of two daughters, Isabelle and Brooke. Her hobbies include trail riding and gathering cattle with her black and white Quarter Horse Paint, named Tonka. She also enjoys horse training and league bowling with her friends.