About

Greg Banks is Managing Director – Investments with TriPoint Wealth Management Group of Wells Fargo Advisors, where he helps individuals, families, and businesses turn financial complexity into clarity through strategies tailored to their unique goals. Since 2005, Greg has advised clients on retirement planning and wealth management solutions designed to provide flexibility, growth, and income that lasts a lifetime.

Retirement planning is a cornerstone of Greg’s practice. He works closely with clients to address the many questions that arise leading into and throughout retirement, helping them navigate complex decisions with confidence. His approach focuses on developing strategies that adapt to life’s changes while preserving principal and supporting long-term financial confidence. Greg guides clients through critical life and financial decisions, helping them weigh options, understand trade-offs, and make choices that align with their values and goals.

In 2025, Greg was honored as a member of the Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of  Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

Outside the office, Greg’s life revolves around family. He and his wife, Shea, have been married for 26 years and enjoy camping, hiking, and fishing with their four children. Committed to giving back, Greg serves on the board of Utah Dispute Resolution (UDR), a nonprofit providing mediation and conflict-resolution services to families in need.

Greg’s mission is to deliver comprehensive financial advice and portfolio management with the highest level of personal service and professional integrity. He welcomes the opportunity to connect and explore how he can add value to your financial journey.

J. Brody Orton serves as Managing Director – Investments with TriPoint Wealth Management Group at Wells Fargo Advisors. He partners with individuals, families, and business owners to help simplify complex financial decisions through personalized strategies aligned with their goals. Since 2008, Brody has focused on retirement planning and comprehensive wealth management solutions that strive to deliver flexibility, growth, and sustainable income throughout life.

Retirement planning remains central to Brody’s work. He collaborates closely with clients to address the critical questions that arise before and during retirement, helping them make informed choices with confidence. His philosophy emphasizes creating adaptable strategies that strive to preserve principal while supporting long-term financial security. Brody guides clients through pivotal financial decisions, clarifying trade-offs and helping to ensure their plans reflect their priorities and values.

In 2025, Brody earned recognition as a Wells Fargo Advisors Platinum Council member, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

Away from the office, Brody enjoys an active life centered on family and friends. He and his wife, Elizabeth, are proud parents of four children. Together, they love outdoor adventures, water sports, mountain biking, golf, and boating. Brody also founded Action Humanitarian, a nonprofit dedicated to serving underprivileged communities in the Philippines.

His mission is to provide comprehensive financial guidance and portfolio management with integrity and exceptional service. Brody welcomes the opportunity to connect and explore how he can help you achieve your financial goals.

Nicole Sutorius – Senior Registered Client Associate leads The Tripoint Wealth Management Group of Wells Fargo Advisors’ client service platform and manages operations.  With over 24 years of industry experience, it cannot be overstated how vital her efforts are to the team’s ability to help meet and achieve clients’ expectations. She graduated with a bachelor’s degree in finance from the University of Utah and is a proud Ute Fan!

Nicole’s favorite thing is spending time with her family, making memories and experiencing new adventures.