Anthony brings over 25 years of investment experience, beginning his career at Morgan Stanley in 1999. He holds a Bachelor’s Degree in Psychology from the University of Puget Sound.

As a seasoned financial services professional, Anthony helps clients navigate complex investment landscapes with clarity and confidence. His expertise includes strategic portfolio management, retirement and income planning, and personalized asset allocation. He is dedicated to building long-term relationships and delivering tailored financial solutions that align with each client’s unique goals. With a foundation in psychology and a commitment to continuous learning, Anthony combines analytical insight with empathetic guidance to support informed decision-making.

Outside the office, Anthony enjoys golfing, coaching soccer and basketball, and traveling with his wife, Ashley, and their two daughters, Evie and Anna.
 
CA Insurance License Number: 0G39420. Resident State UT.

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 and implements the agreed upon plan. With a mission of consistent effort and outstanding service, she believes 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.

CA Insurance License Number:  0H56794. Resident State UT

David has over 12 years of investment experience, 10 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 strategies. 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 earned her BA in Anthropology and History, graduating cum laude 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. Her ability to navigate complex processes with precision and care reflects her strong problem-solving skills and attention to detail.

Katrina holds the FINRA Series 7 and Series 66 securities registrations along with 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 27 years. She earned a Bachelor of Science degree from the University of Utah, with a Geographic Information Systems 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 resides 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.