Team

If you think about it our financial life has a major impact upon our overall peace of mind. The financial world is a very complicated and generally frustrating world for most people. I have a passion for helping people cut through the...

As Chief Investment Officer, Kurt heads the investment team in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of...

As a founding partner of The Norden Group, I set out to create a unique firm in an industry which for the most part has let down its customers over the years. With rampant problems ranging from a lack of performance, understanding of...

My grandfather was a college basketball coach and since I could walk, I loved attending his summer camps. He had a passion for teaching fundamentals and over time I developed the same passion. I wanted to coach like him, I just...

Natalie’s primary focus is to make sure that our clients receive service that exceeds their expectations. She is passionate about details and the behind the scenes support that lends to the overall health and function of each...

As an Administrative Assistant and Document Specialist, Alyssa oversees all documentation, processes and procedures when a new account is opened. Her goal is to have an easy, seamless and secure process for clients to review and sign...

Kimberly grew up in Sandy Utah and is currently a student at Brigham Young University studying math. As one of our receptionists, she helps in the details of office procedures and welcoming and guiding clients to accommodating their needs.