Coree Sullivan

Senior Registered Client Associate

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 helps 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.

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.

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

Christopher R. Soutas

Managing Director – 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.

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.