Advisors at this firm
David H
ChFC®, Series 66
St. George, UT
Statera Wealth Management
David Harris is a financial advisor at Statera Wealth Management with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including World Equity Group and Trek Financial. Outside of his advisory role, he is also a licensed insurance agent. Statera Wealth Management is a small team-based firm serving individuals, high net worth clients, trusts, and estates with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches and may engage third-party sub-advisors to manage client assets.
Anthony C
CFP®, ChFC®, Series 63, Series 65
St. George, UT
Statera Wealth Management
Anthony Christensen is a CFP® and ChFC® with 16 years of industry experience. He is currently with Statera Wealth Management and has previously worked at Purshe Kaplan Sterling Investments and Trek Financial. Outside of his advisory role, he is an owner and insurance agent at Statera Financial LLC. Statera Wealth Management is a small team managing approximately $145 million for around 205 clients. The firm provides discretionary asset management and financial planning services tailored to individuals, high net worth clients, trusts, and estates.
Jordan L
Series 63, Series 65
St. George, UT
Statera Wealth Management
Jordan Lindsay is a financial advisor at Statera Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank and Trek Financial. Outside of finance, Lindsay co-owns a soda shop franchise in Cedar City, Utah. Statera Wealth Management is a small team of four advisors providing discretionary asset management and financial planning to individuals, high net worth clients, trusts, and estates. The firm customizes investment programs using a blend of fundamental, technical, and modern portfolio theory approaches, and may engage third-party sub-advisors to manage client assets.
Daniel B
Series 65
St. George, UT
Statera Wealth Management
Daniel Barnowsky is a financial advisor at Statera Wealth Management in St. George, UT, holding a Series 65 designation. He has been with Statera Wealth Management since 2026 and has prior experience at GlitchBusters LLC and Walmart. Statera Wealth Management is a small team of four advisors managing approximately $145 million for around 205 clients. The firm provides discretionary asset management and financial planning services to individuals, high net worth individuals, trusts, and estates, using a blend of fundamental, technical, charting, and modern portfolio theory approaches.
Cameron B
Series 63, Series 65
St. George, UT
Statera Wealth Management
Cameron Blake is a financial advisor at Statera Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA prior to his current role. Blake is also a licensed insurance agent, selling insurance products through Statera Financial LLC. Statera Wealth Management is a small team of four advisors providing discretionary asset management and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a blend of fundamental, technical, charting, and modern portfolio theory in tailoring investment programs and may utilize third-party sub-advisors for portfolio management.
