Your Financial Planning Team

The Signal Wealth team is dedicated to serving and delivering trust, transparency and accountability. Get to know the members of your team.

Meet our Utah Team Meet our National Team

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Executives

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2016/12/Duane-Headshot-BW.jpg" alt="Duane Toney" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2016/12/Duane-Headshot-BW.jpg" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2016/12/Duane-Headshot.jpg">

Duane Toney

CPA, PFS

Managing Partner, Financial Advisor

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Thom-BW.png" alt="Thom Hall" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Thom-BW.png" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Thom.png">

Thom Hall

CFP®, ChFC®

Managing Partner, Financial Advisor

Danny Toney

Chief Operating Officer

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Morgan-BW.png" alt="Morgan Snow" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Morgan-BW.png" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Morgan.png">

Morgan Snow

Director of Sales & Marketing, Financial Advisor

Financial Advisors

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2016/12/Duane-Headshot-BW.jpg" alt="Duane Toney" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2016/12/Duane-Headshot-BW.jpg" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2016/12/Duane-Headshot.jpg">

Duane Toney

CPA, PFS

Managing Partner, Financial Advisor

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Thom-BW.png" alt="Thom Hall" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Thom-BW.png" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Thom.png">

Thom Hall

CFP®, ChFC®

Managing Partner, Financial Advisor

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Morgan-BW.png" alt="Morgan Snow" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Morgan-BW.png" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2017/12/headshot-Morgan.png">

Morgan Snow

Director of Sales & Marketing, Financial Advisor

Ben Hewlett

CFP®

Financial Advisor

Client Service

Rod Garay

MA, MBA

Director of Client Operations, Registered Administrative Assistant

Lori Knighton

Client Operations Specialist, Registered Administrative Assistant

Matt Johnson

Financial Planning Administrator

Chris Hall

Director of Client Experience

Liz Hall

Project Mananger

Investments

Saumen Chattopadhyay

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2019/08/saumen-chattopadahay-bw.jpg" alt="Saumen Chattopadhyay" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2019/08/saumen-chattopadahay-bw.jpg" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2019/08/saumen-chattopadahay.jpg">

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Bobby Schultz

Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

FPQP™

Paraplanner

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®

Planner

Research Department

Saumen Chattopadhyay

<img src="https://www.signalwealth.com/wp-content/uploads/sites/38/2019/08/saumen-chattopadahay-bw.jpg" alt="Saumen Chattopadhyay" data-img-original="https://www.signalwealth.com/wp-content/uploads/sites/38/2019/08/saumen-chattopadahay-bw.jpg" data-img-hover="https://www.signalwealth.com/wp-content/uploads/sites/38/2019/08/saumen-chattopadahay.jpg">

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

CFA®

Director of Research

Jake Bleicher

CFA®

Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

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