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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

Douglas Bean

Douglas Bean, CFP®

Advisor & Partner

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Eric Penz, AIF®

Senior Advisor

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Wes Jensen CPFATM , AIF ®

Senior Advisor

Advisors
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Adam Powell, NSSA®

Financial Planner

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Josh Glenn, CFP®

Financial Planner

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Todd Hillstead

Advisor & Partner

Contact Todd:
Office:  801-901-8860
Cell:      801-706-8633

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

Client Support

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Amanda Richardson, MBA, CRPC

Associate

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McKenna Sheldon, CFP

Associate

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Vy Nguyen, FPQP®

Associate

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Daniel Poulsen

Associate

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Jessica Combs

Associate

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Linda Molenaar

Client Services Lead

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Parker Anderson

Associate

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Kenna Rice

Associate

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Jesse Heath

Client Services

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​Taylor Dumas

Client Services

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Sarah Kim

Client Services

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Roya Fargam

Client Services

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Echo (Hui) Ge

Associate

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Grant Porter, MBA

Business Analyst

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Tino Prince

Executive Assistant

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Ali Stewart

Client Services

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Cole Tobler

Client Services

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Future Hire

Coming Soon

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Tricia Eliason

Associate

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Adrienne Johnson

Client Services

Investments

Douglas Bean

Douglas Bean, CFP®

Advisor & Partner

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Colton Loder, CFA®, CAIA®

Independent Partner

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Stephen Reeves, CFA®, CFP®

Investment Analytics

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Davis Bean

Investment Analyst

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Executive Team

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Matt Chambers, CFP®

Chief Executive Officer

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Kitsi Ludeman

Chief Operations Officer

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Jon Bishopp

Chief Risk Officer

executive

Outside Advisors

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Carol Didier, CPA

Independent Partner

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Irene Bodenstab, CPA

Independent Partner

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Molly Hylen

Independent Partner Health Care Specialist 

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Kathryn Minasian

Independent Partner - CEO, EA

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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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