Our first priority is providing massive financial value for our clients. Giving advice in a fiduciary capacity (doing what is in your best interest) to help you maximize your financial life. We want to learn more about your personal situation, identify your retirement possibilities, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our of success.
Brock Williamson, CFP®
Founder and Principal
Founder and Advisor
Brock enjoys having fun with his family while skiing, mountain biking, and spending time in the great outdoors. One of his favorite activities is coaching Utah Heat U13 competitive baseball, while calling high/inside fastballs, mixed in with curveballs to keep batters honest. His working passion is providing massive financial value for clients while growing wealth in tax-efficient and tax-free ways. Brock graduated from Bucknell University with a degree in Business Management and then obtained his Master's Degree in Finance from St. Joseph's University. Brock is also a Certified Financial Planner.
Tyra enjoys music, traveling, volleyball and life in general. She loves to read and tell stories to her three children--Karlee, Kaden and Adric. When you are around Tyra, you'll notice that if she isn't outright singing, she is quietly humming or tapping out a song with her feet. Before co-founding Promontory, Tyra worked for the Vanguard Group, America's largest mutual fund company and leading provider of long-term, low-cost mutual fund strategies. She graduated from Pennsylvania State University with a B.A. in Communications.
Director of Operations:
Kelsey is a mother of six. Four amazing humans and two dogs. She loves them all--however the dogs share her enthusiasm for hiking and the outdoors much more than her children do. While she enjoys traveling, time at the gym, a good book and podcasts, spending time with family will always be her favorite. Kelsey owned a Management Company before her love for learning and new experiences brought her to Promontory Financial Planning. She will take great care of any of your service or support needs.
Director of Operations:
Maricruz loves sports (especially BYU football), reading, music and enjoys spending time with her husband, Fernando and their five children. Maricruz is always in a good mood except after a Cougar loss. If you call the office on a Monday morning following a Cougar defeat, watch out! You have been warned. Maricruz graduated from Brigham Young University with a BS degree in Elementary Education and Spanish teaching. She taught briefly and also owned and ran an educational retail store for over ten years. She is always ready to provide our clients with friendly service and support.