Tamra Williams is a financial advisor at Wealth Management CPAs, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Rocky Mountain Financial Designs and Auto Right Sales. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity and offering a variety of investment strategies tailored to clients’ goals and risk tolerances. The firm manages a multi-hundred-million dollar asset base and utilizes sub-advisors for portions of portfolio management.

Jeffrey Sanchez is a financial advisor at Wealth Management CPAs, LLC with a Series 65 designation and one year of industry experience. He previously worked at Armanino, Cooper Savas LLC, KPMG, and EY. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, offering customized investment programs and coordinating related tax and insurance services through affiliated entities. The firm uses a range of analysis methods and strategies, conducts due diligence on sub-advisors, and maintains formal processes to manage conflicts of interest.

Robert Beck is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Wealth Management CPAs, LLC in Salt Lake City, where he has worked since 2010 and holds roles in affiliated insurance and health solutions entities. Beck is also a managing partner of BKBC, LLC, a non-investment-related business. Wealth Management CPAs, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity and offering insurance products via affiliated businesses. The firm employs a variety of investment strategies and utilizes selected sub-advisors while maintaining comprehensive client documentation and regular account reviews.

Preston Lee is a financial advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Morgan Stanley and E*TRADE Securities, including E*TRADE Capital Management. Outside of advisory work, he is involved in property management. Wealth Management CPAs, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a variety of investment strategies and utilizes sub-advisors for portions of portfolio management.

Kyle Moriyama is a financial advisor at Wealth Management CPAs, LLC in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Nav Technologies, Inc., Gbank Financial Holdings, Inc., Merrick Bank, and Zions Bancorporation. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households, with tailored investment programs that employ a variety of analysis methods and strategies. The firm also offers tax and insurance-related services through affiliated entities while maintaining overall discretionary authority and conducting periodic reviews of accounts and sub-advisors.