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

Executives
Thom Hall

Thom Hall

CFP®, ChFC®

Managing Partner, Financial Advisor
Duane Toney

Duane Toney

CPA, PFS

Managing Partner, Financial Advisor

Danny Toney

Danny Toney

CEO, Financial Advisor

Financial Advisors
Thom Hall

Thom Hall

CFP®, ChFC®

Managing Partner, Financial Advisor
Morgan Snow

Morgan Snow

Financial Advisor
Duane Toney

Duane Toney

CPA, PFS

Managing Partner, Financial Advisor

Danny Toney

Danny Toney

CEO, Financial Advisor

Client Service
Chris Hall

Chris Hall

Director of Client Experience
Matt Johnson

Matt Johnson

Financial Planning Administrator

Lori Knighton

Lori Knighton

Director of Client Operations
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

VP, Investment Platform
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

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

Director of Retirement Research
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

VP, Investment Platform
Brett Carson

Brett Carson

CFA®

Director of Research
Alex Blankenburg

Alex Blankenburg

Associate Trader
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Jeff Harris

Jeff Harris

Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist, Registered Rep.