Our first priority is helping clients take care of their financial goals and objectives. We want to learn more about your personal situation, identify your dreams and goals, 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
Brock graduated from Bucknell University with a BS 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. His passion is helping families make better financial decisions and growing wealth in tax efficient and tax free ways. He enjoys playing catch and having fun with his family along with golfing, skiing and the great outdoors.
Weldon Reeves, CPA/PFS
Weldon loves teaching! As a financial advisor and CPA, He spends a good portion of his time teaching clients about the realities of financial planning and investing along with the associated tax impacts. Clients appreciate his candor and the fact-based financial process we follow. Weldon has a Bachelor of Science in Accounting from Brigham Young University and then earned a Master of Business Administration (MBA) from the University of Utah. He loves being husband to Kate and dad to four amazing, talented children and “Pops” to four smart and adorable grandchildren.
Founder and Advisor
Tyra graduated from The Pennsylvania State University with a B.A. in Communications. After graduation, Tyra worked at The Vanguard Group, the world’s largest mutual fund company and leading provider of investments focused on long-term low-cost strategies based in Malvern, Pennsylvania. Upon moving to Utah she co-founded Promontory. Tyra loves reading to her three beautiful children, music, volleyball and life in general.
Director of Operations
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. Maricruz loves sports, reading, and music and enjoys spending time with her husband, Fernando and their five children.
Director of Operations
Melissa graduated from Weber State University in Ogden, Utah, with a BS degree in Physical Education and Business Technologies. She also earned a Master's Degree in Education from Utah State University in Logan, Utah. Melissa spent her four undergraduate years playing NCAA volleyball at WSU and later coached the sport for 15 years at her alma mater. Melissa currently enjoys spending her time with her boys--her husband, Justin, and their two sons, Gus and Wes.