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About Us

A Legacy of Guiding Financial Futures

For decades, Cetera Advisor Networks located at Granite Credit Union has helped individuals, families, and businesses across Utah work toward their financial goals. As independent, fiduciary advisors, we put your needs first, providing straightforward, transparent guidance that helps empower you to make the best decisions. We’re here to help you build a future you feel confident about, with a knowledgeable advisor guiding you through every stage.

Meet the Team

Opening the Door to Financial Education

At Cetera Advisor Networks located at Granite Credit Union, we believe in empowering our clients through clear, accessible education. By simplifying complex financial concepts, we help you understand your options, make informed decisions, and feel confident in your financial journey. Our goal is to provide the knowledge you need to bring clarity to your financial future.

Creating Lifelong Financial Partnerships

We view our relationships with clients as lifelong partnerships, treating you like friends and family. We’re here to guide you through every financial milestone, providing personalized strategies that adapt to your changing needs. We offer more than a one time meeting with a one-time recommendation; we’re dedicated to guiding you through every life stage.


The Values That Define Us

Our core values are the foundation of everything we do. They guide our approach, shape our relationships, and ensure we always put your needs first.

Attentive & Engaged

We actively listen and connect with our clients to understand their unique needs and aspirations. By considering both their expressed and unspoken desires, we help shape a complete financial picture, empowering them to live life to the fullest.

Empowered Education

The financial world can be complex. We meet clients where they are, providing clear, accessible education that demystifies financial concepts. Expect to feel informed and confident about your financial journey.

Big Picture Planning

Our comprehensive planning approach is designed to address the full spectrum of your financial needs. We delve into your values and objectives, crafting tailored plans that align with your aspirations.

Lifelong Partners

We view our client relationships as long-term engagements that span life stages and transitions. From career advancements to retirement planning we stand ready to guide you through all of life's financial milestones.

Why Should I Work with a Financial Advisor?

You might wonder if working with a financial advisor is worth it. The truth is, our guidance can help you avoid costly mistakes, make smarter investment choices, and potentially achieve higher returns. Working with a planner goes beyond fees. It’s about the value we can bring. Our guidance can help you build long-term wealth and have confidence knowing your finances are in good hands.

Complete Financial Solutions in Partnership with Granite Credit Union

Cetera Advisor Network’s partnership with Granite Credit Union allows us to offer personalized service grounded in strong community values. With our team by your side, we make your financial journey seamless. Together, we provide the resources and support needed to explore the full scope of your finances, helping ensure confidence every step of the way.

How Confident Are You in Your Financial Future?

No matter what stage of life you're in, we’re here to understand where you are today and help you create a plan that feels right for you. Our goal is to give you clarity and confidence for the road ahead. Schedule a meeting with us to get started.

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Who We Serve

From individuals to families and businesses, we’re dedicated to guiding each client through life’s financial milestones with tailored, supportive solutions.

Explore Our Clients

Our Approach

With a focus on your values and goals, our approach combines personalized guidance and financial education, empowering you to make informed decisions.

Discover Our Approach

Our Team

Our trusted advisors are committed to guiding your financial journey. With expertise, integrity, and personalized support, we prioritize your unique goals, every step of the way.

Meet the Advisors