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 Omaha Team

Financial Advisors
Thom Hall

Thom Hall

CFP®, ChFC®

Managing Partner, Financial Advisor
Dave Lowell

Dave Lowell

CFP®

Partner, Financial Advisor
Eddie Snow

Eddie Snow

CFP®, CRPS

Partner, Financial Advisor
Duane Toney

Duane Toney

CPA, PFS

Managing Partner, Financial Advisor
Danny Toney

Danny Toney

Partner, Financial Advisor
Client Service
Jordan Toney

Jordan Toney
Morgan Snow

Morgan Snow

Client Relationship & Marketing Manager
Chris Hall

Chris Hall

Operations Manager
Matt Johnson

Matt Johnson

Financial Paraplanner & Insurance Planning Specialist
Lori Knighton

Lori Knighton

Executive Assistant
Investments
Scott Kubie

Scott Kubie

CFA®

Chief Investment Officer
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Brett Carson

Brett Carson

CFA

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Consultant
Wealth Enhancement Group
Pete Mullen

Pete Mullen

Relationship Manager
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Research Department
Scott Kubie

Scott Kubie

CFA®

Chief Investment Officer
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Jake Bleicher

Jake Bleicher

Equity Analyst
Brett Carson

Brett Carson

CFA

Director of Research
Scott Ford

Scott Ford

RFC

Technical Strategist
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Director of Trading
Bob Wellman

Bob Wellman

Trading Specialist
Alyssa Zuck

Alyssa Zuck

Trading Specialist
Team Members
Lantz Hunt

Lantz Hunt

Senior Vice President, Operations
Jeannie Juarez

Jeannie Juarez

Transformation Manager
Steve Synowicki

Steve Synowicki

Director of Training
Derek Vanosdall

Derek Vanosdall

Reconciliation Manager