We Believe In The Power Of Diversification

                                                       

With an emphasis on planning, risk-appropriate investments, first-class service, and results, Mark co-founded Coury Pyper Wealth Management Group of Wells Fargo Advisors many years ago. As a CERTIFIED FINANCIAL PLANNER™ (CFP^®) with corporate management experience, Mark seeks to understand the issues and opportunities facing clients, and use all available resources to provide meaningful strategies.

Born in Michigan (a long-suffering Detroit Lions fan) and raised in rural Pennsylvania, Mark earned his MBA from Northwestern University’s Kellogg School of Business, and his BA in English from Denison University. He enjoys spending time with his wife, visiting their three children, biking on trails, roads and snow, and experiencing new places.

CA Insurance License number #0E74832. Resident state UT. 

                                                       

With over 15 years of experience in wealth management, Stephanie focuses on developing detailed plans and regularly reviewing progress with clients to make certain they remain on track to help achieve their goals.

A graduate of Westminster College with a BS in Financial Services (cum laude), Stephanie earned her MBA from Westminster’s Gore School of Business in 2012. In addition, she holds Chartered Retirement Plan Specialist (CRPS^®) designation from the College of Financial Planning. Outside of work, Stephanie skis and spends as much time as possible with her husband and young son.

CA Insurance License #0L45153. Resident state UT.

                                                       

Tyler truly enjoys comprehensive, holistic wealth management that addresses all aspects of a clients’ financial life. Financial independence starts with a detailed plan, supported by a well-crafted, risk-appropriate investment portfolio. One of his key roles on the team is to diligently monitor client portfolios to help them stay on track to deliver the necessary results.

Raised in Colorado, Tyler was a collegiate ski racer for Westminster College in Salt Lake City. He received a BS in Finance, and took extensive coursework in Chemistry and Biology. Tyler earned his MBA from University of Utah’s David Eccles School of Business.

Tyler has been with the Coury / Pyper Wealth Management Group of Wells Fargo Advisors since 2010. He still skis a lot, and likes to pursue a variety of outdoor adventures with his wife, dog, and friends.

CA Insurance License #0M77386. Resident state UT.

                                                       

After earning her PhD in Physics from the University of Utah in, Monica worked briefly in academia before launching her career as a Financial Advisor in 2014. She uses her extensive analytical background to construct strong financial plans that help clients achieve their life goals. Monica works with a wide variety of clients across the country at every life stage, and strongly believes that everyone needs personalized, comprehensive financial planning tailored to their unique situation.

Monica grew up in Salt Lake City, but moved to Texas to earn her B.A. in Mathematics at Texas Tech University in 2004. She returned to Utah for graduate school, where she also met her husband. They have two young children with whom they share their love of the outdoors and local performing arts.

CA Insurance License #4086221. Resident state UT.

                                                       

Mark is responsible for all day-to-day account administration, cash distributions and operations for our clients and team.

Mark has more than five years of wealth management experience, including roles in both client service and operations with Wells Fargo Advisors and Presidio Bank in San Francisco.  Mark served as a Client Associate in our Park City office prior to joining the team.

While earning a Bachelor’s degree in Business Administration at Dominican University in California, Mark led their soccer team as a two time Captain.  He holds the National Association of Securities Dealers (NASD) Series 7 license, and plans to pursue his Series 66. 

Outside of work, Mark has remained engaged in sports, coaching youth soccer in Park City, skiing, golf, and billiards. He also enjoys spending time with friends/family and the joys of home ownership.

                                                       

Clark’s sees his primary role as doing whatever it takes to address our clients’ needs and freeing up the rest of the team to focus on financial planning and portfolio management. 

A veteran of the wealth management business, Clark offers more than 20 years of customer service experience to the position, including positions with E*Trade Financial and Wells Fargo Advisors. 

Clark graduated from the University of California at Berkeley with a Bachelor’s of Arts degree in History. In addition, he holds the National Association of Securities Dealers (NASD) Series 7 and Series 63 licenses.

Clark enjoys the outdoors, motorcycles, camping, and spending time with his wife and daughter.

                                                       

Travis is an accomplished client service professional fully dedicated to effectively and efficiently helping our clients and team.

Travis brings more than 5 years of wealth management business experience to the position, including client advisory and service roles at with both Merrill Lynch and Wells Fargo Advisors. As a result, Travis has familiarity with our processes, procedures, and systems. 

Travis earned his Bachelor’s degree in Psychology from Weber State University, and holds the National Association of Securities Dealers (NASD) Series 7 and Series 66 designations, and the industry Insurance License. 

In addition, Travis serves on the National Client Associate Advisory Council, a select committee of employees to ensure that Wells Fargo Advisors maintains and develops best practices.

On his own time, Travis enjoys spending time with his two, large dogs, Ivory and Pearl.