Senior Wealth Advisors
Meet Our Senior Wealth Advisors
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 | Albion Board of Directors
- Member of NAPFA

Devin Pope, CFP®, MBA
- Shareholder
- Senior Wealth Advisor
- 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

Michelle Buxton, CFP®
- Shareholder
- Senior Wealth Advisor

Patrick Lundergan, CFP®
- Wealth Advisor
- Certificate in Blockchain and Digital Assets®