Coign Capital Advisors LLC

Heather Syrett is a Series 66-licensed financial advisor with Coign Capital Advisors LLC in Draper, UT, where she has worked since 2014. She has 23 years of industry experience. Coign Capital Advisors serves individuals, including high-net-worth clients, trusts, pension plans, and businesses with discretionary asset management, financial planning, and consulting. The firm employs a proprietary investment framework based on four model portfolios tailored to client risk tolerance and utilizes a mix of fundamental and technical analysis alongside access to alternative investments.

Kyler Brooksby is a financial advisor at Coign Capital Advisors LLC with a Series 65 designation and two years of industry experience. He has been with Coign Capital Advisors since 2021 and previously worked in various roles from 2013 to 2023. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses, providing discretionary asset management, financial planning, and consulting services. The firm employs a proprietary investment framework with tailored model portfolios and combines fundamental and technical analysis, offering access to private funds and alternative investments.

James Zundel is a financial advisor at Coign Capital Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coign Capital Advisors since 2014. Outside of his advisory role, he serves on the board of directors for Turning Point Justice, a cloud technology company focused on reforming first-time petty shoplifters, and for RedSky Solutions, a network hardware and service provider. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses, offering discretionary asset management, financial planning, and consulting. The firm uses four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis with access to alternative investments and independent money managers.

Michael Riley is a CFP® with 27 years of experience in the financial industry. He has worked at Coign Capital Advisors LLC since 2019 and previously held roles at Allegis Investment Securities, Navigate Private Wealth LLC, and Mutual Securities, Inc. Outside of his advisory work, he is involved in several private equity ventures and owns Utah Summer Baseball, LLC, which coordinates umpires for youth baseball leagues. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses by offering discretionary asset management, financial planning, consulting, and an automated platform called Iliad. The firm uses proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis, with access to alternative investments and independent money managers.

Courtland Adams is a financial advisor at Coign Capital Advisors LLC in Draper, UT, holding a Series 65 designation with seven years of industry experience. He previously worked at Mountain America Credit Union from 2015 to 2018 before joining Coign Capital Advisors, where he has been since 2018. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses by offering discretionary asset management, financial planning, and consulting services. The firm utilizes four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis, with access to alternative investments and customized satellite positions.

Adam Lefler is a financial advisor at Coign Capital Advisors LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Coign Capital Advisors since 2014. Outside of his advisory role, he manages BER Capital LLC, a passthrough entity for income from Coign Capital. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses, providing discretionary asset management, financial planning, consulting, and an automated platform called Iliad. The firm uses four proprietary model portfolios tailored to client risk tolerance and employs a combination of fundamental and technical analysis alongside access to private equity and alternative investments.

Daniel Zundel is a financial advisor at Coign Capital Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Coign Capital Advisors since 2014. Coign Capital Advisors serves individuals, including high-net-worth clients, trusts, pension plans, and businesses by providing discretionary asset management, financial planning, consulting, and an automated platform called Iliad. The firm uses four proprietary model portfolios tailored to client risk tolerance, combining fundamental and technical analysis and offering access to alternative investments and independent money managers.