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Our mission 

Provide professional guidance to our customers on their financial journey

Free Investment Portfolio Risk Analysis

Our Services

Retirement planning for Individuals and Businesses

Retirement planning for Individuals and Businesses

Your situation is unique and personal.  We believe your retirement plan should be no different. We will take the time to understand your needs and where you want to be. Based on our discussions we will make recommendations focused on your goals and circumstances.  

Investment portfolio risk analysis and review

We're here to help you understand how to best allocate* your funds in an investment portfolio. We will take in to account your risk tolerance, investment objectives, retirement goals and provide recommendations unique to you and your goals. 

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Financial Planning

We'll work with you to understand your current financial situation and how we can create a plan based on your values to acheive your goals

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*Rebalancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional. OR Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. OR Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. OR Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.

We offer complimentary, no-obligations intial consultations via phone, video chat, or in person

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Meet the Team

Breck Judd

Breck Judd

Senior Financial Advisor

(435) 586-4100

breck.judd@ceterais.com

In an ever changing and volatile world, Breck believes that planning and preparing for the future and adapting to the changes that come is more important than ever. Lets start a discussion today ...

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Ross Taylor

Ross Taylor

Financial Advisor

435-896-9287

ross.taylor@ceterais.com

Meet Ross Taylor, your dedicated Financial Advisor, serving clients across the Richfield, Gunnison Valley, Fillmore, Tropic, and Circleville branch locations. With a Master of Business Administration (MBA) from Utah Valley University,...

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Tyler Eliason

Tyler Eliason

Senior Financial Advisor

435-652-7004

435-652-7024

tyler.eliason@ceterais.com

Tyler, is a Senior Financial Advisor serving the Washington County area with expertise in Retirement and Financial planning. Tyler grew up in Delta, but recently relocated to Southern Utah. He received his Associate Degree from Snow...

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Educational Resources

Want to learn more about a specific topic? Here are the latest resources!

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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