Salt Lake City Office
2150 E 1300 S
Sharon Melville’s 25 years of industry experience gives her insight and temperance that only comes from time in the trenches. Because of her eye for detail, her strengths include utilization of current technology and tools for financial planning, portfolio stress testing, portfolio evaluation, and portfolio analysis. One of her favorite activities as an advisor has been working with clients in creating and updating their individual and business financial planning. The most important elements she provides to her clients are enthusiasm, empathy, compassion, and energy; because she truly cares about each of her clients personally.
Financial Advisor Portfolio Investment Manager I moved to Utah from Maryland in July of 2002. We live in the heart of the Rocky Mountains. There are still days when I look around and marvel that people are allowed to live here, it is...
Certified Public Accountant
Nick has worked in client service with Deloitte and draws upon his experience with Toyota at their North American Headquarters as a foundation for quality, personal, customer care. For the insurance division of TruNorth, he provides...
Julia was born and raised in Utah, and currently resides in Dallas, TX with her family. After graduating from BYU in 2010, Julia worked as a Project Manager specializing in account management and computer integrations. She enjoys...