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Dustin G

Series 66

Salt Lake City, UT

Three Seasons Wealth

Dustin Gordon is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with five years of industry experience. He holds a Series 66 license and has worked at firms including Wells Fargo Clearing Services and AXA Advisors. Outside of his advisory role, he assists with labor and paperwork on a family farm. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm uses customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may incorporate third-party managers and derivative instruments in client portfolios.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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Tory P

Series 66

Salt Lake City, UT

Three Seasons Wealth

Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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Wendell H

Series 63, Series 65

Salt Lake City, UT

Three Seasons Wealth

Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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Daniel D

Series 63, Series 66

Salt Lake City, UT

Three Seasons Wealth

Daniel De Mille is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm employs customized, risk-adjusted, tax-aware asset allocations that blend active and passive strategies and may use options and derivative instruments where appropriate.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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Jaycee C

Series 65, Series 63

Salt Lake City, UT

Three Seasons Wealth

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing from 2021 to 2023 and spent a decade with Real Madrid Baloncesto. Outside of his advisory role, Carroll is involved in agricultural business through Carroll Ranches LLC, a cattle ranch, which he co-owns with his spouse. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm offers customized, risk-adjusted asset allocations that integrate both active and passive strategies alongside quantitative and qualitative selection methods.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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Kyle G

CFP®, Series 63, Series 66

Salt Lake City, UT

Three Seasons Wealth

Kyle Glover is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Three Seasons Wealth. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he is involved as a member and manager in private investing entities. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that combines active and passive strategies across multiple asset classes and utilizes both fundamental and technical models to monitor portfolios.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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Theresa S

Series 63, Series 65

Salt Lake City, UT

Three Seasons Wealth

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Draper, UT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior work includes roles at Morgan Stanley, E*TRADE Securities LLC, and Robert W. Baird. Outside of her advisory work, she is a limited partner in Sommerdyke LLC, a real estate rental business. Three Seasons Wealth provides investment management, financial planning, fiduciary and non-fiduciary plan services, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that blends active and passive strategies across various asset classes and uses both fundamental and technical models to monitor portfolios.

Concentrated stock management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Charitable giving & philanthropy Founder/Business Owner Executive
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