My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Stevenson Redd Wilson, CFP®, CLU®, ChFC®, RICP®, MSPFP
Stevenson R. Wilson is the Wealth Management Associate on Zach Burtons team. He graduated from BYU with a bachelor’s in economics then moved on to obtain his Master of Science in Financial Planning with an emphasis in Retirement Income and Wealth Distribution. He started working at Northwestern Mutual in 2013. During his time in the financial services, he has obtained four higher-level designations in financial planning; CERTIFIED FINANCIAL PLANNERTM professional, ChFC, RICP, and the CLU. Stevenson has four lovely children and spends most of his time with them.
Jon Workman
Jon grew up in Northern Utah and graduated from Weber State University in 2019 with a degree in Finance. While attending school, Jon worked as a subcontractor for the Department of Defense and as a financial analyst for Northrop Grumman. Jon’s love for math and personal finance led him to his current position, which focuses on pre-retirement wealth strategy and investment analysis.
Ryan Zachary Tholen, CPA, MAcc, B.S.
Ryan was born and raised in South Weber, Utah. He graduated with a Master’s in accountancy from BYU in 2019 and worked at PwC for three years until joining Zach’s team in 2022. While at PwC, Ryan received his CPA license. Outside of work he likes to be on a boat, play sports, and spend time with his family playing games.
Amber Nicole Larsen
Amber Larsen assists in all pre-qualification and underwriting processes and manages Zach’s calendar and scheduling. Amber is an avid outdoorswoman and photographer and loves to spend time in the mountains with her husband and kids.
Courtnee Bond
Courtnee manages client onboarding, account setup, and client service for asset movement with rollovers and transfers. With a background in private banking, Courtnee is an invaluable asset to our clients in all aspects involving money movement and account servicing. Courtnee is also an outdoorswoman and loves to spend time camping, mountain biking and exploring.
