Advisors at this firm
Dustin G
Series 66
Salt Lake City, UT
Three Seasons Wealth
Dustin Gordon is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, AXA Advisors, and Equitable Advisors. Outside of his advisory work, he assists with labor and paperwork on a family farm. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs risk-adjusted, tax-aware asset allocations combining active and passive strategies and utilizes both fundamental and technical models to monitor portfolios.
Tory P
Series 66
Salt Lake City, UT
Three Seasons Wealth
Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.
Wendell H
Series 63, Series 65
Salt Lake City, UT
Three Seasons Wealth
Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.
Daniel D
Series 63, Series 66
Salt Lake City, UT
Three Seasons Wealth
Daniel De Mille is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs risk-adjusted, tax-aware asset allocations that blend active and passive strategies across multiple asset classes and utilizes both fundamental and technical models to monitor portfolios.
Jaycee C
Series 63, Series 65
Salt Lake City, UT
Three Seasons Wealth
Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining Three Seasons Wealth, he worked at Wells Fargo Clearing Services, LLC and spent a decade with Real Madrid Baloncesto. Outside of his advisory role, Carroll is involved in agricultural and ranching activities, including ownership of a cattle ranch in Wellsville, UT. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies across various asset classes and uses both fundamental and technical models to monitor portfolios.
Kyle G
CFP®, Series 63, Series 66
Salt Lake City, UT
Three Seasons Wealth
Kyle Glover is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Three Seasons Wealth. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he is involved as a member and manager in private investing entities. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that combines active and passive strategies across multiple asset classes and utilizes both fundamental and technical models to monitor portfolios.
Theresa S
Series 63, Series 65
Salt Lake City, UT
Three Seasons Wealth
Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Draper, UT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior work includes roles at Morgan Stanley, E*TRADE Securities LLC, and Robert W. Baird. Outside of her advisory work, she is a limited partner in Sommerdyke LLC, a real estate rental business. Three Seasons Wealth provides investment management, financial planning, fiduciary and non-fiduciary plan services, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that blends active and passive strategies across various asset classes and uses both fundamental and technical models to monitor portfolios.