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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 63, Series 65

Salt Lake City, UT

Three Seasons Wealth

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing and spent ten years with Real Madrid Baloncesto. Outside of financial advising, Carroll co-owns a cattle ranch business in Wellsville, Utah. 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, tax-aware asset allocations using both active and passive strategies, and incorporates third-party managers and trading models 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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Kyle G

CFP®, Series 63, Series 66

Salt Lake City, UT

Three Seasons Wealth

Kyle Glover is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Three Seasons Wealth, joining the firm in 2024 after working at Morgan Stanley and E*TRADE Securities. Outside of advising, he is involved as a member and manager in private investing entities. 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, tax-aware portfolios using a combination of active and passive strategies, and incorporates third-party managers and separately managed accounts 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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Theresa S

Series 63, Series 65

Salt Lake City, UT

Three Seasons Wealth

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, Robert W. Baird, and Citigroup Global Markets. Three Seasons Wealth provides investment and wealth management, financial planning, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities, offering customized, risk-adjusted asset allocations that combine active and passive strategies with quantitative and qualitative analysis.

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