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Alliance Wealth Advisors
  • Home
  • Services
  • Team
  • Tools
    • AWA Market Minute
    • Investment Insights
    • Retirement Readiness Quiz
    • Retirement Resources
  • Contact
  • Client Login
Alliance Wealth Advisors
  • Home
  • Services
  • Team
  • Tools
    • AWA Market Minute
    • Investment Insights
    • Retirement Readiness Quiz
    • Retirement Resources
  • Contact
Schedule A Consult
Schedule A Consult
Client Login
Client Login
Search
Alliance Wealth Advisors
  • Home
  • Services
  • Team
  • Tools
    • AWA Market Minute
    • Investment Insights
    • Retirement Readiness Quiz
    • Retirement Resources
  • Contact
  • Client Login

Meet the team

Alliance Wealth Advisors

Paul A. Coles, CFF®, RFC®

CEO | Senior Wealth Advisor

Scott G. Hoxer

CIO | Senior Wealth Advisor

Mason M. Page

COO | Senior Wealth Advisor

Benjamin D. Coles, MBA

CDO | Senior Wealth Advisor

Chad Kelley MBA, CFP®

CCO | Senior Wealth Advisor

Alyssa Jones

CXO | Office Manager

Jaron Munk

Senior Wealth Advisor

Andrew Youngberg

Director of Technology

Melody Griffiths

Senior Accounts Manager

Kobe Furness

Associate Advisor

Jackson Springmeyer

Operations Associate

James Van Leeuwen

Operations Associate

Sarah Atteberry

Financial Services Coordinator

Jessi Wilson

Operations Associate

Strategic Alliances

Scott B. Dopp, JD

Strategic Alliance | Legal Team

Jon Shaw, EA.

Strategic Alliance | Tax Team

Reed Nielsen, CPA

Strategic Alliance | Tax Team

Andrew Jennings CPA

Strategic Alliance | Tax Team

Adele Parker

Strategic Alliance | Federal Employee Retirement Specialist

Aaron Quarnberg

Strategic Alliance | Medicare Specialist

Cameron Bishop

Strategic Alliance

Matthew Van Drimmelen

Strategic Alliance

Jeff Rigby

Strategic Alliance

Matthew Russon

Strategic Alliance

Contact

Office: 801-683-6000
Toll-Free:
855-799-6600
Fax: 855-798-6600

1148 Legacy Crossing Blvd
Suite 110
Centerville, UT 84014

 

info@awaplanning.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Registered Investment Advisors and advisory services are offered through Alliance Wealth Advisors, LLC, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Alliance Wealth Advisors is not affiliated with any other named entity.