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Our Associates

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Breck Judd

Senior Financial Advisor

(435) 586-4129

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

Financial Advisor


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

Senior Financial Advisor



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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