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Nicholas S

CFP®, Series 65, Series 63

Lehi, UT

Telos Partners LLC

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Peter H

CFA®, Series 63

Cottonwood Heights, UT

Telos Partners LLC

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Christopher S

CFA®

Avon, CT

Telos Partners LLC

Christopher Stevenson is a CFA® charterholder with three years of industry experience. He is currently with Telos Partners LLC and has previously worked at Evolve Investing LLC and Forrest Financial Partners LLC. Outside of advisory roles, he is involved in start-up consulting through Mad Forrest LLC. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 client relationships. The firm offers investment management and financial planning services utilizing long-term, growth-oriented strategies that incorporate ESG and impact screening upon client request.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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