Cottonwood Heights, UT Office

Teancum Stafford is a financial advisor at Lido with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Empower Advisory Group, among other firms. Stafford has also been affiliated with Brigham Young University. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Valerie Tanner is a financial advisor at Lido with eight years of industry experience and holds a Series 66 designation. She previously worked at Olympus Wealth Management, Addepar, and Morgan Stanley. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services including investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.