With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

Team photo

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Our advisors

Breagan Webb

Private Wealth Advisor

Business Financial Advisor
Learn more about Breagan Webb Visit Breagan Webb's website

Dorothy Hull

Financial Advisor

Managing Partner of Elevate Private Wealth Advisors
Learn more about Dorothy Hull Visit Dorothy Hull's website

Bronson Webb

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bronson Webb Visit Bronson Webb's website

Jeremy Leavitt

CFP®, MPAS, APMA, CRPS, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeremy Leavitt Visit Jeremy Leavitt's website

Benjamin Bird

Associate Financial Advisor

Learn more about Benjamin Bird Visit Benjamin Bird's website


Our team

Tressa L Christensen

Tressa L Christensen

Client Service Specialist,

Executive Assistant

Personal Intro

Tressa has been with our team for eight years. She specializes in scheduling clients, working to meet their needs, and managing the office. Tressa and her husband have four children. She loves gardening, traveling, and performing in civic choirs in the Salt Lake area. Working with such wonderful clients is the best part of her job!

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Heather Stewart, CFP®

Heather Stewart, CFP®

Financial Planning Specialist

Personal Intro

Heather and her husband are the parents of two daughters and three sons. She has a Master's in Family Financial Planning from Texas Tech University. In addition to financial planning, Heather enjoys working as a Group Fitness Instructor.

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B. Katie Richardson

B. Katie Richardson

Client Service Specialist,

Marketing Specialist

Personal Intro

Katie and her husband are the parents to two wild and crazy boys. Katie has been with our team for just over two years. She enjoys spending as much time outside with her boys and enjoying them while they're young. Even though baking sweet treats is a favorite hobby nothing beats cuddling up with a warm cup of coffee and a good book. Katie specializes in marketing and client services.

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