Our Corporate Headquarters
Family Wealth Management
6985 Union Park Center, Suite 170
Cottonwood Heights, UT 84047
6985 Union Park Center, Suite 170
Cottonwood Heights, UT 84047
R. Dane Bradshaw, CFP®
Founder & Managing Partner of The FWM Group
PIM Portfolio Manager
Tel: 801-666-7020
PIM Portfolio Manager
Fax: 801-432-7901
[email protected] Download VCard HereDane is a CERTIFIED FINANCIAL PLANNER® professional, PIM Portfolio Manager, and one of three partners of the FWM Group of Family Wealth Management including Josh Burgon and Jason Peterson. He is pleased to work with the entire FWM group which also includes Administrative Assistant, Robyn Crane. Dane has served as a financial advisor to many high-net-worth families since 1998.
Dane is passionate about diving deep into the complexities of a family’s wealth and values. This process often uncovers opportunities to improve their family’s outcomes by, aligning their wealth with their values, engineering their sources of income, improving the tax flexibility of that outcome, and improving the transfer of assets and values to the next generation. He takes the time necessary to educate his clients as he assists in planning their wealth.
Dane graduated from the University of Utah with a B.S. in Finance with an academic emphasis in Securities, and Real Estate. Dane holds the Series 7, 63, and 65 securities registrations. Dane has extensive knowledge of the wealth management process, experience in the areas of trusts and estates as well as advanced investment and planning strategies. He has been honored to be able to assist many families as they administer their estates.
Dane serves his community in the Boy Scouts of America as a volunteer adult leader and has served on the local Council’s Executive Board. He served as a Chairman of the Endowment of the Great Sale Lake Council, BSA. He has served on the boards of the Granite Education Foundation, The National Academy of Finance, and Greater Salt Lake Home Builders Association. He has also advised several other foundations and endowments.
Away from the office Dane enjoys spending time with his wife Liz, five children and their spouses, and 12 grandchildren. He enjoys the outdoors, has too many hobbies, and stays active in his community and church.
Dane is currently registered to conduct business with residents of the following states:
AZ, CA, CO, DE, FL, GA, HI, ID, MD, NM, NV, OK, TN, TX, UT, WI, WY.
Dane is passionate about diving deep into the complexities of a family’s wealth and values. This process often uncovers opportunities to improve their family’s outcomes by, aligning their wealth with their values, engineering their sources of income, improving the tax flexibility of that outcome, and improving the transfer of assets and values to the next generation. He takes the time necessary to educate his clients as he assists in planning their wealth.
Dane graduated from the University of Utah with a B.S. in Finance with an academic emphasis in Securities, and Real Estate. Dane holds the Series 7, 63, and 65 securities registrations. Dane has extensive knowledge of the wealth management process, experience in the areas of trusts and estates as well as advanced investment and planning strategies. He has been honored to be able to assist many families as they administer their estates.
Dane serves his community in the Boy Scouts of America as a volunteer adult leader and has served on the local Council’s Executive Board. He served as a Chairman of the Endowment of the Great Sale Lake Council, BSA. He has served on the boards of the Granite Education Foundation, The National Academy of Finance, and Greater Salt Lake Home Builders Association. He has also advised several other foundations and endowments.
Away from the office Dane enjoys spending time with his wife Liz, five children and their spouses, and 12 grandchildren. He enjoys the outdoors, has too many hobbies, and stays active in his community and church.
Dane is currently registered to conduct business with residents of the following states:
AZ, CA, CO, DE, FL, GA, HI, ID, MD, NM, NV, OK, TN, TX, UT, WI, WY.
Eric Brenchley
CA Insurance License #0I74178.
Resident State [UT].
I grew up in Centerville, Utah and now reside in the city of St. George with my wife, Julie, and my children, Carter and Peyton. My eldest daughter, Tayler, and her husband, Nicklaus also live in the St George area. As a family, we enjoy traveling to any place that has a beach and getting together with friends and other family members. We are an active group who likes to play golf, ride bicycles, and participate in other outdoor activities.
In addition to spending time with my family, my interests include golfing, playing soccer and running in an occasional Spartan Race. I was born in Honolulu, Hawaii and always enjoy the chance to return there. I am a big fan of the Utah Jazz and Real Salt Lake, and enjoy watching football, soccer, basketball and golf. Several years ago, I had the opportunity to be a contestant on the “Wheel of Fortune” game show. It was an enjoyable experience and I even won a few bucks for my efforts. I also served a couple of years on the island of Puerto Rico as a missionary, where I learned the Spanish language. While there, I survived a Category 5 hurricane and made some friends that I still keep in touch with today.
I graduated in 1994 from Utah State University with a Bachelor of Arts degree in Finance. I spent a year at Norwest Bank before joining my father in the brokerage business at Everen Securities. After his retirement, I continued working at Wells Fargo Advisors until July 2022. Now, as a Managing Director of The Brenchley Group of Family Wealth Management, I can utilize my 27 years of investment experience to help enhance the quality of life of the clients I serve. Through comprehensive wealth planning and management, my mission is to partner with my clients to accomplish their financial goals and attain their lifetime dreams and aspirations.
Josh Burgon
Founder & Managing Partner of The FWM Group
Tel: 801-666-7020
Fax: 801-432-7901
[email protected] Download VCard HereJosh is one of three partners of the FWM Group of Family Wealth Management. Other members include R. Dane Bradshaw and Jason Peterson, as well as a service assistant, Robyn Crane. Josh has served in his role as a financial advisor working with high-net-worth individuals and families for over 32 years, helping them to live comfortably and confidently in their retirement years. Along with his team Josh believes that you start with the end in mind and that planning is the key to long term success in investing.
Planning helps ensure that the client's goals are aligned with investment objectives, and this allows our team at Family Wealth Management to construct a comprehensive investment plan that addresses these goals.
Josh loves his career as a financial advisor. He enjoys helping his clients to secure financial freedom, plan for a comfortable retirement, and achieve a work optional lifestyle. Using the latest advanced planning tools helps guide our clients to focus on the big picture and how they are doing in relation to their stated investment and financial goals.
Josh graduated with an Associate's degree in General Studies from Dixie College, and a Bachelor of Arts Degree in Organizational Communication from the University of Utah. Josh holds the Series 7, 63, and 65 securities registrations. Josh has industry knowledge of the wealth management process, as well as experience in the insurance and annuity business. Having been in the investment management industry for over 32 years Josh has experienced many different market conditions, and that knowledge and experience helps him to guide his clients through all kinds of market conditions. This experience helps him keep them on the path to achieving their long-term goals. Josh loves working with his partners and the Family Wealth Management team.
Josh is currently registered to conduct business with residents in the following states:
AZ, CA, CO, DE, FL, GA, HI, ID, MA, MD, NM, NV, OK, TN, TX, UT, WI, WY
Planning helps ensure that the client's goals are aligned with investment objectives, and this allows our team at Family Wealth Management to construct a comprehensive investment plan that addresses these goals.
Josh loves his career as a financial advisor. He enjoys helping his clients to secure financial freedom, plan for a comfortable retirement, and achieve a work optional lifestyle. Using the latest advanced planning tools helps guide our clients to focus on the big picture and how they are doing in relation to their stated investment and financial goals.
Josh graduated with an Associate's degree in General Studies from Dixie College, and a Bachelor of Arts Degree in Organizational Communication from the University of Utah. Josh holds the Series 7, 63, and 65 securities registrations. Josh has industry knowledge of the wealth management process, as well as experience in the insurance and annuity business. Having been in the investment management industry for over 32 years Josh has experienced many different market conditions, and that knowledge and experience helps him to guide his clients through all kinds of market conditions. This experience helps him keep them on the path to achieving their long-term goals. Josh loves working with his partners and the Family Wealth Management team.
Josh is currently registered to conduct business with residents in the following states:
AZ, CA, CO, DE, FL, GA, HI, ID, MA, MD, NM, NV, OK, TN, TX, UT, WI, WY
Robert S. Cheney
Founder | Managing Partner
PIM Portfolio Manager
Branch Manager
Tel: 801-666-7020
PIM Portfolio Manager
Branch Manager
Fax: 801-432-7901
[email protected] Download VCard HereRob is a PIM (Private Investment Management) Portfolio Manager with over 30 years of experience, and the founding Director of the Cheney Group of Family Wealth Management, a private wealth management practice associated with Wells Fargo Advisors Financial Network (WFAFN). He also founded the branch with WFAFN in 2013; affiliating with WFAFN for record-keeping and custodian services. WFAFN is the facilitator of our client transactions and safe-keeper of our client assets. He is also currently serving as the Branch Manager for more than a dozen Financial Advisors at three locations. He is pleased to work with the entire Family Wealth Management team. He has served as a Financial Advisor to many large, well-known, Utah employer 401(k) plans and high-net-worth families. His clients are entrepreneurs, corporate executives, retirees, professionals, high net-worth individuals, and other organizations. He has a long history of helping provide investments with predictable income and assisting his clients with identifying strategies to accumulate, preserve, and transfer their assets. Along with his team, Rob believes that a good “fit” is always two-sided, and is usually determined by beginning with planning conversations and investment planning tools such as eMoney®.
Planning helps us to be sure we understand the complexities that come with each client’s wealth, and to have clear communication about what they will do with their money. We want each client to be aware of the comprehensive services – in addition to planning and investments – that the Cheney Group team of Family Wealth Management can provide. Our mission, as your primary relationship manager, is to help you navigate your financial roadmap, provide clear direction, and to be there with you as you attain lifelong goals.
Rob loves his career! He acknowledges how hard clients work for their money, and the significant responsibility of helping them grow and protect it. He enjoys helping people seek and work to secure financial freedom, using innovative and forward-thinking strategies. He likes to help new clients get their money working harder by pulling “weeds” from their outdated portfolios. In addition, he looks forward to helping clients get and stay on track, through conversations that serve as check-ups, strategy assessments, reviewing and measuring the progress of personal client goals and objectives.
Rob and his team can help you with questions like:
He graduated from Brigham Young University with a B.S. in Economics and an academic minor in Business Management. Rob holds the Series 7, 63, 65, 9 and 10 securities registrations. Rob has extensive knowledge of the Wealth Management process, as well as experience in the areas of planning strategies and advanced investment strategies. Having been through many different market conditions, Rob’s knowledge and wisdom allow him to prudently advise clients and help them achieve their personal goals. He thoroughly enjoys working with his team and everyone at Family Wealth Management.
Rob also enjoys spending time with his wife Julie (who also works with him), four daughters and their spouses, and grandchildren. He enjoys regular indoor and outdoor exercise, loves OrangeTheory (reaching 1000 classes this year), and enjoys several sports (running, golf, biking, pickleball, etc.). He stays active in his community and church.
Rob is currently registered to conduct business with residents in the following states: AK, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY.
Planning helps us to be sure we understand the complexities that come with each client’s wealth, and to have clear communication about what they will do with their money. We want each client to be aware of the comprehensive services – in addition to planning and investments – that the Cheney Group team of Family Wealth Management can provide. Our mission, as your primary relationship manager, is to help you navigate your financial roadmap, provide clear direction, and to be there with you as you attain lifelong goals.
Rob loves his career! He acknowledges how hard clients work for their money, and the significant responsibility of helping them grow and protect it. He enjoys helping people seek and work to secure financial freedom, using innovative and forward-thinking strategies. He likes to help new clients get their money working harder by pulling “weeds” from their outdated portfolios. In addition, he looks forward to helping clients get and stay on track, through conversations that serve as check-ups, strategy assessments, reviewing and measuring the progress of personal client goals and objectives.
Rob and his team can help you with questions like:
- Will I make it?
- Do I have financial blind spots?
- What will my retirement income look like?
- What is included in the realm of Family Office concierge services?
He graduated from Brigham Young University with a B.S. in Economics and an academic minor in Business Management. Rob holds the Series 7, 63, 65, 9 and 10 securities registrations. Rob has extensive knowledge of the Wealth Management process, as well as experience in the areas of planning strategies and advanced investment strategies. Having been through many different market conditions, Rob’s knowledge and wisdom allow him to prudently advise clients and help them achieve their personal goals. He thoroughly enjoys working with his team and everyone at Family Wealth Management.
Rob also enjoys spending time with his wife Julie (who also works with him), four daughters and their spouses, and grandchildren. He enjoys regular indoor and outdoor exercise, loves OrangeTheory (reaching 1000 classes this year), and enjoys several sports (running, golf, biking, pickleball, etc.). He stays active in his community and church.
Rob is currently registered to conduct business with residents in the following states: AK, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY.
California insurance license #0D05924. Resident State UT.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
Scott Cunningham, CIMA®, CPWA®
Managing Partner - Investment Officer | PIM Portfolio Manager
Tel: 801-666-7020
Fax: 801-432-7901
[email protected] My Video Library Download VCard HereScott has nearly 30 years' experience in helping clients build, manage, preserve and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to, Wealth Asset Preservation, Liability management and Estate Investment Planning.
Scott’s team follows a rigorous discipline process that starts with simply listening to clients. When we listen, we learn. We learn about past experiences and current situations as well as dreams and aspirations. Then we go to work and tailor a plan.
Next, we sit down with you, we explain our findings and our recommendations in plain, simple English, not a bunch of technical jargon. Then we implement the plan together, we continue to review and evaluate your portfolio, making adjustments whenever necessary, such as changing market conditions, regulatory changes, or simply changes that occur in the lives of our clients. Our goal is to build a “fortress” around your life savings and provide you with a “road map” to guide you and help you know where you are going financially and avoid obstacles along the way.
With an emphasis on continuing education, Scott has also earned the Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) designation from the Investment & Wealth Institute. Scott has also earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience and continuing education requirements. Scott is currently the only financial advisor in Utah with all three designations*.
Scott has lived in Salt Lake City for 36 years since moving from California. Away from the office, he enjoys many outdoor activities, including golf, hiking, and biking. Scott also enjoys spending time with his wife Jackie and his three daughters, Erika, Kathryn, and Nicole.
This information is intended for use only by residents of (AZ, CA, CO, FL, IL, MA, MD, MT, NC, NV, OH, PA, SD, TN, UT, WY). Securities-related services may not be provided to individuals residing in any state not listed above.
CA Insurance License # 0D09866. Resident State UT
*Source: Investment & Wealth Institute website as of December 2024.
Bob Earl
Founding Partner of the Earl Group | Financial Advisor
Tel: 385-434-3962 [email protected] Download VCard Here
Bob Earl, is a founding Partner and Financial Advisor with The Earl Group. He got his start in the business in 1984 after graduating from the University of Utah. For the last 38 years he has built his practice around the individual and has made it his focus to always work hand-in-hand with the client, making sure that all of their needs are met.
Bob and his wife Dana are the parents to four children and five grandchildren.
Sam Earl
Partner of the Earl Group | Financial Advisor
Tel: 385-434-3963 [email protected] Download VCard Here
Sam Earl, is a Partner and Financial Advisor with The Earl Group. For the past 6 years he has been offering clients personalized service and advice. Sam is committed to serving each client on an individual level and helping them plan to achieve both their life and financial goals.
Sam earned a degree from the University of Utah in Business Administration. He and his wife Emily are the parents of three boys. He enjoys playing golf and spending time outdoors with his family.
Sam is currently registered to conduct business with residents in the following states:
AZ, CA, CO, ID, MA, MN, MT, NV, NY, UT, VA, WA, WI, WY
Steven Earl
Managing Director of the Earl Group | Financial Advisor
Tel: 385-434-3964 [email protected] Download VCard Here
Steven Earl, is a Managing Director and Financial Advisor with The Earl Group. He has over 29 years of experience in investment management and banking. His financial experience includes, Manufactures Hanover in Oslo, Norway, Discount Corp of New York, Zions Bank, Prudential Securities, and its successor firms. Steve’s focus is to provide a personal planning process for each individual client so that they can achieve a lifetime of financial goals
Steve earned a degree from the University of Utah in Economics. He and his wife Ingunn are the parents of three children and two grandchildren. He enjoys playing golf, riding bikes and spending time with family in the outdoors.
Steve is currently registered to conduct business with residents in the following states:
AZ, CA, CO, ID, KS, MS, MT, NV, UT, VA, WA, WY
California insurance license #0C79413. Resident State UT.
James Jolley
Sr. Financial Advisor of the J&J Investment Group
Tel: 801-666-7028 [email protected] Download VCard Here
James R. Jolley is a Senior Financial Advisor at Family Wealth Management. James helps build, manage and preserve the wealth of individuals, families and business owners. He does this by creating an investment plan based on individual clients’ goals. Whether it’s planning for retirement, going on a dream vacation or leaving an estate he helps his clients plan and accomplish their goals.
James joined Family Wealth Management in July 2022. Previously, he held the position of Associate Vice President, Investment Officer at Wells Fargo Advisors in Salt Lake City. Earlier in his career he worked in the tech sector for companies such as Dell, EMC and VMWare. He holds a Series 7, 66 securities registrations, Utah Life Accident and Health licenses.
If you’re not already a valued client, and have $150,000 or more in investible assets, James invites you to contact him directly at 801.666.7028 to schedule a free, no obligations, consultation.
James is currently registered to conduct business with residents in the following states: AZ, CA, FL, ID, MI, NJ, NM, NY, TN, TX, UT, WA, WY
California Insurance License #4219289. Resident State Utah.
Jason Peterson
Founder & Managing Partner of The FWM Group
Tel: 801-666-7020
Fax: 801-432-7901
[email protected] Download VCard HereJason is a Founder & Managing Partner of The FWM Group who brings over 24 years of experience in financial services to the practice and his clients. Prior to cofounding Family Wealth Management, he held the position of Vice President with First Trust Advisors, an institutional money manager, in Wheaton, Il.
Earlier in his career, Jason owned and operated Head-to-Head Irrigation and Landscaping, and later served as President of Chicago Edison Company in Naperville, IL. His career in financial services began with a subsidiary of Aegon Group from the Netherlands in 1998.
Jason is most proud of his wife and two young children. When he is not helping them with homework, rough housing, and generally being silly with the kids you will find him reading and studying.
Kip B. Quinn, MBA
Senior Financial Advisor
Tel: 801-666-7034 [email protected] Download VCard Here
Kip Quinn serves as a Senior Financial Advisor with Family Wealth Management of Wells Fargo Advisors Financial Network, where he brings more than 15 years of experience guiding clients through important financial decisions. Kip joined the Family Wealth Management team in 2023. Since joining the Family Wealth Management team in 2023, Kip has collaborated closely with Rob Cheney and Conner Green to help clients understand their goals, uncover potential financial blind spots, and prepare for a confident retirement. Their planning framework helps address common concerns such as: Will I outlive my retirement savings? How secure is my current strategy? What will my retirement income look like? What can I do now to improve where I end up later?
When he’s not advising clients, Kip enjoys playing golf and pickleball, and spending time with his family. He brings the same thoughtful, steady approach to his personal life that he applies when helping clients build a solid path toward retirement.
Kip is currently registered to conduct business with residents in the following states: AK, AZ, CA, NV, UT, WI, & WY.
California insurance license #012088. Resident State UT.
Kelly Spencer
Kelly brings 33 years of experience as a financial advisor to The Spencer Vance Group of Family Wealth Management. He thoroughly enjoys working with his clients to help them achieve their investment goals. Over the years he has worked with clients from many states across the country. His strengths are in putting together investment portfolios to help meet his client’s needs, with the goal of enabling them with the income necessary for their life. Kelly aims to be known for being dependable.
Kelly grew up in Sandy, Utah, and has lived at his current home for 30 years. He raised 5 kids, who have all grown to be successful adults. He has 7 grandchildren who live just 3 houses away from him and Bobbi Sue, his wife of 44 years. Kelly is an avid BYU fan, loves taking his family boating, hosting barbeques, golfing, and most of all enjoys spending time with his family. Kelly met his wife, Bobbi at BYU, where she invited him to join her in Israel for 6 months with the BYU Travel Study program in Jerusalem. They had dated seriously prior to leaving, and one morning he invited her to hike to the top of the Mt. of Olives and proposed to her as the sun rose over the old city of Jerusalem. How could she say no?
Prior to becoming a financial advisor in 1989, Kelly was employee #26 at a startup software company, Novell, Inc. Novell flourished to become a force in the computer networking industry eventually employing over 1000 people. When Novell went public, Kelly was an officer in the company, VP of Manufacturing, and as Novell stock began trading, Kelly became so intrigued with the stock market and what influenced the movement in a stock, that it implanted in him a desire to share his knowledge of the market with others and he began his career as a Financial Advisor with Kidder Peabody. After working for a major brokerage firm for many years, Kelly recently made the decision to go independent from working for a large company and joined Family Wealth Management.
California insurance license #ON11129. Resident State UT.
Lisa Thorpe
Lisa Thorpe is the Managing Director of The Thorpe Group of Family Wealth Management. She is a Certified Investment Management Analyst® (CIMA) professional specializing in investment management consulting. Lisa was recognized as one of 2026 Forbes Best-in-State Wealth Advisors. For over twenty-five years she has provided rational and responsible investment advice to individuals, couples, families and businesses to assist them in achieving their financial goals. Throughout bull and bear markets she keeps the lines of communication open by providing knowledgeable updates about economic and market conditions and responding to phone calls and emails in a timely manner. She maintains the utmost confidentiality in her dealings with clients and is dedicated to serving them as a trusted advisor.
Lisa began her career with Fidelity Investments in 1991 where she developed fundamental investment knowledge and worked with high-net-worth clients. She became a Financial Advisor with Smith Barney in 1999 in St. George, Utah and later joined Wells Fargo Advisors in 2008 where she was the branch manager. She has served on the boards of Leadership Dixie, Leadership Academy and the advisory board for the Udvar-Hazy School of Business at Utah Tech University.
Please contact Lisa at Tel: 435-288-3550 or [email protected] if you'd like to set up a phone or in-person consultation.
California insurance license #0H03783.
Resident State UT.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Jesse Vance
As a partner of The Spencer Vance Group of Family Wealth Management, Jesse brings 23 years of investment management and enjoys the planning and follow up involved in the client advisory process. Areas of focus include client asset growth and preservation, helping retirees receive predictable and reliable income, and creating strategies to help clients reach their financial goals.
Jesse grew up in the Salt Lake City, UT area and continues to live and work there. He married Amber in 1999 and they have 7 kids, ranging in age 20 years apart from youngest to oldest. Jesse’s favorite things to do are going on family vacations, spending time at their small family cabin, cheering on his kids in their sporting events, and spending time at home with his family.
Interesting things about Jesse are that he grew up a baseball fanatic. He was a southpaw pitcher and 1st basemen in high school and college. He is an avid Utah Jazz fan and holds onto the belief that one day we will be NBA champions! Jesse trained to be a financial advisor on the 61st floor of the south tower in the World Trade Center in July 2000. Just one year later some of his coworkers were in the building when the tower was struck and collapsed. Luckily, they were all able to escape without injury.
After graduating in accounting from Westminster College in Salt Lake City, Jesse started in the advisory business at Morgan Stanley Dean Witter. After 13 years he decided to join Wells Fargo Advisors where he worked until July 2022. Now with Family Wealth Management, Jesse comes to work each day excited to service clients with the aim of helping clients meet their needs and achieve their goals.
California insurance license #0E82808. Resident State UT.
Daniel Cambra
Danny is a Registered Client Associate at The Thorpe Group. He has been working as an assistant to Financial Advisor, Lisa Thorpe, for 2 years. Danny began his career in the financial services industry in 2011 with Wells Fargo Bank. He spent several years in customer service roles before moving on to Fidelity Investments in Salt Lake City, UT where he developed his knowledge and experience in the financial markets sector. He eventually returned to Wells Fargo in St. George, Utah as a Relationship Banker for 5 years and then joined Wells Fargo Advisors. Danny provides a high level of dedicated and personalized account service to our clients by handling both simple and complex operational tasks with accuracy and follow through.
Conner Green
Conner is dedicated to helping individuals and families gain clarity, confidence, and empowerment in their financial lives. He grew up in South Jordan, Utah, and now lives in Utah County with his wife. He is currently studying his degree in Personal Financial Planning at Utah Valley University, where he serves as President of the Financial Planning Student Association
During his time at UVU, Conner has been actively involved both on and off campus—competing as a member of the university’s lacrosse team and leading student initiatives to support the next generation of wealth planners. These experiences have shaped his client-first philosophy and reinforced his belief in the value of long-term relationships built on trust, education, and collaboration.
He is passionate about helping others achieve their financial goals by putting clients’ needs first and building long‑lasting relationships. His approach is client‑centered and relationship‑driven, focusing on deep listening, to create personalized strategies that align with each client’s values, goals, and lifestyle.
Outside of work, Conner enjoys coaching lacrosse, golfing, skiing, and bodybuilding— in addition to other activities that keep him energized and connected to his community.
During his time at UVU, Conner has been actively involved both on and off campus—competing as a member of the university’s lacrosse team and leading student initiatives to support the next generation of wealth planners. These experiences have shaped his client-first philosophy and reinforced his belief in the value of long-term relationships built on trust, education, and collaboration.
He is passionate about helping others achieve their financial goals by putting clients’ needs first and building long‑lasting relationships. His approach is client‑centered and relationship‑driven, focusing on deep listening, to create personalized strategies that align with each client’s values, goals, and lifestyle.
Outside of work, Conner enjoys coaching lacrosse, golfing, skiing, and bodybuilding— in addition to other activities that keep him energized and connected to his community.
Holley Sprouse
Senior Registered Client Service Associate
Tel: 801-666-7031
Fax: 801-432-7901
[email protected] Download VCard HereWith over 30 years of financial services experience, I strive to ensure that our clients’ administrative, operational, and trading needs are handled accurately and quickly.
I handle the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.
As a registered service associate, I have earned Series 7, 9, and 10 securities registrations. My colleagues have long considered me a premier service professional.
When I'm not at the office, I enjoy country music concerts, camping, traveling, and spending time with my partner Paul, my two daughters, and 5 beautiful grandchildren.
With her knowledge and experience in the industry, she is a tremendous resource for all operational questions and issues. You can feel confident contacting me with any problems or concerns.
Brenton Thorpe
Brenton is a Client Associate at The Thorpe Group. He is currently enrolled at Utah Valley University where is finishing his Bachelor’s Degree in Financial Planning. He is following his mother, Lisa Thorpe, into a career as a Financial Advisor. He has spent the last three years working at Wells Fargo Bank before joining Family Wealth Management.
Heidi Whitaker
Heidi Whitaker, is the Administrative Assistant at The Earl Group. She is fundamental in all aspects of the client experience. Whether it is the daily operations, servicing of client accounts, or administration of the office, Heidi will be there to make sure that it runs smoothly for the client. She got her start as an Administrative Assistant in 1998.
Heidi and her husband Aaron are the parents of 4 children.