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®
Senior Wealth Advisor
Member of NAPFA
Member | Albion Board of Directors
National Association of Personal Financial Advisors (NAPFA®)
Devin Pope, CFP®, MBA
Senior Wealth Advisor
Shareholder
Member of the Utah Financial Planning Association
Liz Bernhard, CFP®, MBA
President & Shareholder
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
Danielle Gregory, CFP®
Senior Wealth Advisor
Debbie Knotts, CFP®, CLU®
Senior Wealth Advisor
National Association of Personal Financial Advisors (NAPFA®)
Michelle Buxton, CFP®
Senior Wealth Advisor
Shareholder
Patrick Lundergan, CFP®
Wealth Advisor
Certificate in Blockchain and Digital Assets®
