Advisors

Advisor

Ryan Collette

Ryan has been an advisor since 2013. He loves interacting with all of our clients and is detail-oriented. He enjoys finding financial solutions that fit each person’s needs.

Ryan holds the FINRA Series 7 and 66 licenses, along with his life and health insurance license. He is also an Accredited Investment Fiduciary®. Ryan graduated from Western Governors University with a B.S. in Business Management and is currently working to become a Certified Financial Planner.

Ryan is married, with 4 children. He loves to play (and watch) sports, spend time with his family, and visit where his wife is from, the beautiful state of Alaska. As a native of Utah, he loves the great outdoors, including camping, hiking, and one of his favorite places, Arches National Park.

Advisor

David J. Collette

David joined our team in February 2019. He handles the administrative duties in our office. You can call him anytime and he’ll be happy to schedule an appointment with you or take care of anything you need.

David graduated in 2018 from the University of Utah with a B.S. in Economics. He played basketball for the Runnin’ Utes during his time there. He currently holds the FINRA Series 7 & Series 66 licenses as well as the health & life insurance license to be able to serve you even more.

David is married and has three sons. He enjoys spending time with his family and friends. He loves all things sports and still enjoys playing basketball.

Founder

R. Jeff Collette

Jeff retired in July of 2022. He helped people achieve financial success for over 35 years. As an independent advisor, he navigated clients through complex challenges and helped them achieve their financial goals. Jeff specialized in guiding people to retirement and helped to ensure their retirement years were abundant and successful.

Jeff and his wife of over 40 years have 7 children and 26 grandchildren and he enjoys spending time with all of them! He also likes reading and playing basketball.