From Wall Street to Main Street
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.
Sharon Melville
Financial Advisor
(801) 889-1583
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...
Nicholas Manookin
Certified Public Accountant
(801) 889-1583
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...
Heather Brown
Assistant
(801) 889-1583
Heather was born and raised in Utah. She attended Westminster College where she graduated in 2010 with a bachelor’s degree in Communication. Her adventures have taken her all over the country, but the mountains in Utah are still...
McKay Atkin
Administrative Assistant
Shauni Wilding
Appointment Coordinator