Sam specializes in investment and portfolio management. He was most recently the director of wealth management for a regional credit union in eastern Idaho, servicing the investment needs of their members. He is a CFA charterholder and earned an MBA from UVU, in Utah. He also studied Economics at BYU, in Provo, Utah. He and his wife enjoy outdoor activities with their three boys, including camping and mountain biking.
CFA
Chartered Financial Analyst
MBA
Tali has been with the company for 5 years and comes from a varied history of client relations and services. She has previously been a paralegal and a notary public. Tali holds a degree in Paralegal Studies, as well as being a graduate of both pastry and culinary schools. Tali enjoys reading, traveling, cooking, and cuddling with her dog.
Kenna comes from a long history of Customer Relations and Sales. Starting at a young age with being a ride-along assistant for her mom’s placement agency to recently owning her own small business serving bereaved individuals & families, client relations is a priority. She graduated 2015 with a BAS in Psychology at BYU-Idaho. She loves her family & enjoys cooking & finding great places to eat. A Jill of all trades.
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