Albion Financial Group

Jason Ware is a financial advisor at Albion Financial Group with 15 years of industry experience. He holds a Series 65 designation and has been with Albion Financial since 2008. Albion Financial Group provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds alongside traditional separately managed accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Walter Joseph is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mirador, LLC, Northrop Grumman, and E*Trade Securities LLC. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

Debra Knotts is a CFP® with 23 years of industry experience and has been with Albion Financial Group since 1987. She holds a Series 65 license and is based in Salt Lake City, UT. Albion Financial Group offers discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Jose Biton is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation with 23 years of industry experience. He has been with Albion Financial Group since 2002. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as private pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies.

Heath Heavy is a CFP® with three years of industry experience, currently serving as a financial advisor at Albion Financial Group in Salt Lake City, UT. He previously worked at LPL Financial LLC, Geneos Wealth Management, and has experience supporting independent advisory firms. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds using a combination of fundamental, technical, and cyclical analysis and offers ERISA 3(38) fiduciary retirement-plan services.

Bradley Curtis is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Albion Financial Group since 2023 and previously held roles at Olympus Wealth Management, LLC and HFG Trust. Bradley’s background also includes positions at Utah Valley University and the Hilton Sunrise Lodge. Albion Financial Group provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as private pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Bo Wilkinson is a financial advisor at Albion Financial Group with a Series 65 credential and one year of industry experience. His prior work includes roles at Harvest Lane Honey, Crossover Clothing LLC, and the Utah Grizzlies. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages both traditional separately managed accounts and pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with a focus on long-term trading strategies while maintaining flexibility for short-term trades.

Michelle Buxton is a CFP® professional with six years of industry experience. She is affiliated with Albion Financial Group, where she has been since 2005. The firm provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. Albion Financial Group manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach, typically focusing on long-term trading strategies.

Catherine Barron is a financial advisor with Albion Financial Group in Salt Lake City, holding a Series 65 designation and 23 years of industry experience. She has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages both traditional separately managed accounts and pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with a focus on long-term trading strategies.

Jackson Watson is a CFP® and CFA® with three years of industry experience. He has worked at Albion Financial Group since 2025 and previously spent six years at Heritage Financial Services. Watson attended Middlebury College prior to beginning his financial career. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and manages several private pooled investment vehicles alongside traditional separately managed accounts.

Patrick Lundergan is a CFP® with 12 years of industry experience, currently serving as an advisor at Albion Financial Group since 2019. His prior roles include positions at Axa Advisors, LLC and Fidelity Investments. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages private funds with a performance-based compensation structure.

Anders Skagerberg is a CFP® with two years of industry experience, currently serving as a financial advisor at Albion Financial Group. His prior experience includes roles at Dew Wealth Management, Addition Wealth, Intuit, Facet Wealth, and TrueNorth Wealth. He also worked at the University of Utah for four years. Albion Financial Group provides discretionary portfolio management and financial planning for individuals, families, corporate clients, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and serves as investment manager and general partner to multiple private funds.

Carrie Kerr is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation with 18 years of industry experience. She has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts and pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with a focus on long-term trading strategies.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 23 years of industry experience. He has been with Albion Financial Group since 1982. Outside of his advisory role, he serves as the part-time Chief Financial Officer for Alta Lodge Corporation, a family-owned hotel and ski lodge business. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Zachary Riley is a financial advisor at Albion Financial Group with a Series 65 credential and one year of industry experience. His prior roles include positions at Rockefeller Capital Management, Dexian, Mirador, Brown Brothers Harriman, and Crews and Associates. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.