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With an emphasis on planning, risk-appropriate investments, first-class service, and results, Mark co-founded Utah Wealth Management Group of Wells Fargo Advisors many years ago. As a CERTIFIED FINANCIAL PLANNER® professional with corporate management experience, Mark seeks to understand the issues and opportunities facing clients, while using all available resources to provide meaningful strategies. Mark has been recognized as one of the 2024 & 2025 Forbes Best-in-State Wealth Advisors.

Born in Michigan (a devout 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.

 

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).   2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

With over 20 years of experience in wealth management, Stephanie focuses on developing detailed investment plans and 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 son.

CA Insurance License #0L45153. Resident state UT.

Tyler truly enjoys comprehensive, holistic wealth management that addresses all aspects of a client’s 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 review 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 Utah 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, daughter, dog, and friends.

CA Insurance License #0M77386. Resident state UT.

After earning her PhD in Physics from the University of Utah, Monica worked briefly in academia before launching her career as a Financial Advisor in 2014. She uses her extensive analytical background to construct strong investment plans that help clients achieve their life goals. Monica works with a wide variety of clients across the country at every stage of life, and strongly believes that everyone needs personalized, comprehensive investment 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. She and her husband have two young children with whom they share their love of the outdoors and local performing arts.

CA Insurance License #4086221. Resident state UT.

Chris worked on Wall Street for many years after graduating with a degree in Economics from University of Richmond.  In 2000, he moved to Park City and started a wealth management business with his brother, eventually merging with Utah Wealth Management Group of Wells Fargo Advisors.

Chris and the entire Utah Wealth Management team remain focused on gaining a keen understanding of clients’ life goals and dreams.  We collaborate with clients on developing and implementing a detailed, tailored investment plan which helps ensure that their aspirations are fully realized.

Chris spends his time outside the office enjoying the outdoors, teeing up a golf ball with his son, and visiting his two daughters and two grandchildren in North Carolina.

CA Insurance License #0D59105. Resident state UT.

Travis Richens is a seasoned client service professional with nearly 10 years of experience in the wealth management industry. He is committed to delivering exceptional service and support to both clients and team members, helping to ensure a seamless and efficient experience.

Prior to joining our team, Travis held client advisory and service roles at Merrill Lynch and Wells Fargo Advisors. His extensive background has provided him with a deep understanding of industry processes, procedures, and systems, helping enable him to navigate complex client needs with confidence and precision.

Travis holds a Bachelor’s degree in Psychology from Weber State University. He maintains both the Series 7 and Series 66 securities registrations, as well as an industry Insurance License.

Outside of work, Travis enjoys spending quality time with his wife, daughter, and their two dogs.

Clark 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 strategic planning and portfolio management.

A veteran of the wealth management business, Clark has more than 20 years of customer service experience, 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 Series 7, Series 63, and Series 66 securities registrations.

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

Heather is responsible for the day-to-day office operations for our team.  You can expect to hear her voice when you call or when she reaches out to respond to a question or schedule an appointment.

Heather began her financial services career in 2021 following 25 years in education, serving in various administrative roles, including the last 14 years as a principal.

After earning her BA in Political, Legal, and Economic Analysis from Mills College in Oakland, CA, Heather worked in an independent school in San Francisco. It was there she discovered her passion for education, which led her to earn an Ed. M. from the Harvard University Graduate School of Education.

Outside of work, Heather spends time with her family, friends, or her two dogs, Truman and Izzy, enjoying all that Utah has to offer.

With nearly 15 years of experience in the wealth management industry, Jace views his ultimate role as delivering excellent service for our clients. He believes trust, efficiency, and attention to detail are critical components to achieving this objective.

Before joining Wells Fargo Advisors in 2019, Jace held client service and operations roles at Merrill Lynch and Morgan Stanley. This strong financial services foundation helps Jace provide thoughtful, solution-oriented support for our clients and team.

Jace maintains the FINRA Series 7, 63, and 65 securities registrations, reflecting his dedication to regulatory excellence and professional integrity.

Outside of work, Jace enjoys life at home with his wife, their two daughters, and two dogs. He also enjoys refining his cooking skills and watching college and professional football.