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 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.
Founder and Advisor
Tyra loves reading to her three children Karlee, Kaden, and Adric. She also enjoys music, volleyball, and life in general. Tyra sings everywhere she goes. Pass her in the hall and your will hear a familiar tune. Prior to co-founding Promontory, 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. Tyra graduated from The 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 gym time, 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.