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Meet Our Team

A comprehensive advisory team for all your wealth needs

Advisors

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Chris Bean, CPA

Advisor & Partner

Profile photo Douglas Bean

Douglas Bean, CFP®

Advisor & Partner

Profile photo Eric Penz

Eric Penz, AIF®

Senior Advisor

Profile photo Wes Jensen

Wes Jensen CPFATM , AIF ®

Senior Advisor

Advisors
Profile photo Adam Powell

Adam Powell, NSSA®

Financial Planner

Profile photo Josh Glenn

Josh Glenn, CFP®

Financial Planner

Profile photo Todd Hillstead

Todd Hillstead

Advisor & Partner

Contact Todd:
Office:  801-901-8860

Contact Tricia:
Office:  801-306-6009
or
Contact Adrienne:
Office:  801-306-6099 

Client Support

Profile photo Amanda Richardson

Amanda Richardson, MBA, CRPC

Associate

Profile photo McKenna Sheldon

McKenna Sheldon, CFP

Associate

Profile photo Vy Nguyen

Vy Nguyen, FPQP®

Associate

Profile photo Cole Tobler

Cole Tobler

Client Services

client
Profile photo Jessica Combs

Jessica Combs

Associate

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Linda Molenaar

Client Services Lead

Profile photo Parker Anderson

Parker Anderson

Associate

Profile photo Kenna Rice

Kenna Rice, CPSP®

Associate

Profile photo Jesse Heath

Jesse Heath

Client Services

Profile photo Taylor Dumas

​Taylor Dumas

Client Services

Profile photo Sarah Kim

Sarah Kim

Client Services

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Roya Fargam

Client Services

Profile photo Echo Ge

Echo (Hui) Ge

Associate

Profile photo Grant Porter

Grant Porter, MBA

Business Analyst

Profile photo Tino Prince

Tino Prince

Executive Assistant

Profile photo Ali Stewart

Ali Stewart

Client Services

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Alexander Mulvey

Operations Manager

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Future Hire

Coming Soon

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Tricia Eliason

Associate

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Adrienne Johnson

Client Services

Investments

Profile photo Douglas Bean

Douglas Bean, CFP®

Advisor & Partner

Profile photo Colton Loder

Colton Loder, CFA®, CAIA®

Independent Partner

Profile photo Steve Reeves

Stephen Reeves, CFA®, CFP®

Investment Analytics

Profile photo Davis Bean

Davis Bean

Investment Analyst

investment

Executive Team

Profile photo Matt Chambers

Matt Chambers, CFP®

Chief Executive Officer

Profile photo Kitsi Ludeman

Kitsi Ludeman

Chief Operations Officer

Profile photo Jon Bishopp

Jon Bishopp

Chief Risk Officer

executive

Outside Advisors

Profile photo Carol Didier

Carol Didier, CPA

Independent Partner

Profile photo Irene Bodenstab

Irene Bodenstab, CPA

Independent Partner

Profile photo Molly Hylen

Molly Hylen

Independent Partner Health Care Specialist 

Profile photo Kathryn Minasian

Kathryn Minasian

Independent Partner - CEO, EA

Profile photo Rachel Paxman

Rachel Paxman, CPA

Independent Partner

outside

Seattle Office

16880 NE 79th St  Redmond, WA 98052

Salt Lake Office

1557 W Innovation Way
Suite 500 (5th floor)

Lehi, UT 84043

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

Seattle Office

16880 NE 79th St

Redmond, WA 98052

Salt Lake Office

1557 W Innovation Way
Suite 500 (5th floor)

Lehi, UT 84043

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

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