Wealth Advising Team

Wealth Advising Team

Meet Our Wealth Advising Team


Albion Financial Group’s Senior Wealth Advisors work with clients to ensure their financial concerns are addressed in an integrated fashion, that pieces of the overall plan are working in concert, and that tactical changes are made to stay on track toward each client’s goals. They guide long-term financial success through years of good decisions. As part of this process, an Investment Policy Statement is developed, which becomes the blueprint for the efforts of the investment team’s work on the client’s behalf.

Sarah Bird, CFP®

Sarah Bird, CFP®


Senior Wealth Advisor
Member of NAPFA
Member | Albion Board of Directors
National Association of Personal Financial Advisors (NAPFA®)
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Devin Pope, CFP®, MBA

Devin Pope, CFP®, MBA


Senior Wealth Advisor
Shareholder
Member of the Utah Financial Planning Association
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Liz Bernhard, CFP®, MBA

Liz Bernhard, CFP®, MBA


President & Shareholder
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
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Danielle Gregory, CFP®

Danielle Gregory, CFP®


Senior Wealth Advisor
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Debbie Knotts, CFP®, CLU®

Debbie Knotts, CFP®, CLU®


Senior Wealth Advisor
National Association of Personal Financial Advisors (NAPFA®)
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Michelle Buxton, CFP®

Michelle Buxton, CFP®


Senior Wealth Advisor
Shareholder
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Patrick Lundergan, CFP®

Patrick Lundergan, CFP®


Wealth Advisor
Certificate in Blockchain and Digital Assets®
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Adam Haynes

Adam Haynes


Financial Planner
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