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.

About Us

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Mathew Hufford, CFP

Managing Director - Investments

Mathew Hufford, CFP®                                       

Managing Director – Investments

PIM Portfolio Manager                                                      

With nearly 25 years of experience in financial services, Mathew has seen the best and worst the markets have to offer. With this background, Mathew can offer you and your family a steady hand and valuable guidance toward realizing your dreams.

Mathew began his career as a financial advisor with Morgan Stanley in 2001. In 2009, He joined UBS Financial Services where he served as a Senior Vice President-Investments for nine years. In April of 2016, Mathew accepted the position of Senior Vice President-Investments, PIM Portfolio Manager at Wells Fargo Advisors. In 2021, he was promoted to Managing Director-Investments.

Prior to becoming a CERTIFIED FINANCIAL PLANNER® professional from the Certified Financial Planner Board of Standards, Mathew studied biology and chemistry at BYU-Idaho and Northern Kentucky University. 

Mathew and his wife, Lori have been blessed with four children and three grandchildren. He loves to go boating, wakeboarding and wake surfing with his family.  He enjoys golfing, riding his motorcycle, and as an avid aviator, enjoying life’s vistas up high from the cockpit.

Certificates

CFP

Christopher R. Soutas

Senior Vice President - Investments

Phone Number

(801) 453-7129

Find Me On

Christopher R. Soutas

Senior Vice President – Investments

PIM Portfolio Manager
 
With almost 27 years of experience in financial services, Chris has seen major shifts in the markets. This has given him valuable training on how to help you through both rewarding and challenging circumstances.

He began his financial services career as a financial advisor with Morgan Stanley in 1998. In 2009, he joined UBS Financial where he worked for nine years. He then moved his practice to Wells Fargo Advisors in 2016.

He earned a bachelor's degree in business from the Marriott School of Management at Brigham Young University in 1993. Prior to joining Morgan Stanley, he worked as a senior accountant for The Church of Jesus Christ of Latter-day Saints. In that capacity, he also served high-net worth families with their gifting strategies of common stock, restricted stock, and stock of privately held businesses.

Intently listening to you is of paramount importance to Chris because, as his client, you deserve to be heard and understood. He will utilize the information that you share with him to craft an investment plan that will be the guiding financial document for your life.

Chris and his wife are blessed to have six wonderful children and seven beautiful grandchildren. They enjoy supporting their family in their many endeavors, which includes spending time with them skiing and hiking in the beautiful Utah mountains, traveling together on family vacations, or by simply hanging around together at their home in Lindon, Utah.

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