Private Advisory

Tricia Eliason is a financial advisor with Private Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm employs discretionary, model-driven portfolios with flexibility for customization and offers performance-based fee options and specialized services for larger client relationships.

Douglas Bean is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Private Advisory Group LLC since 2013. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for individual advisor adjustments and offers performance-based fee arrangements and specialized services for qualified clients.

Joshua Glenn is a CFP® and holds a Series 65 license with three years of experience in the financial services industry. He has worked at Private Advisory Group LLC since 2024 and previously held positions at Peterson Wealth Advisors, Vanguard, Deseret Mutual Benefit Administrators, Utah Valley University, and Zions Bank. Between 2016 and 2018, he served as a volunteer missionary for the LDS Church. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for advisor customization and offers performance-based fee options alongside specialized services such as option strategies and concierge support.

Parker Anderson is a financial advisor at Private Advisory with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Order Protection, and Lumio. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for customization and offers performance-based fee options and specialized strategies such as option box-spread lending.

Ngoc Thuy Vy Nguyen is a financial advisor at Private Advisory with a Series 65 designation and two years of industry experience. Prior to joining Private Advisory Group LLC in 2022, Nguyen worked at GSLabs for one year and Emirate for six years. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for advisors to tailor allocations, and offers a performance-based fee option for qualified clients.

Davis Bean is a financial advisor at Private Advisory with a Series 65 designation and one year of industry experience. His work history includes positions at Private Advisory Group LLC and Utah Valley University. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for customization and offers performance-based fee options and additional client services uncommon among multi-team firms.

Daniel Poulsen is a financial advisor with Private Advisory in Lehi, Utah, holding Series 63 and Series 66 licenses and four years of industry experience. Before joining Private Advisory in 2026, he worked at Fidelity Investments from 2021 to 2026 and has a background that includes positions at America First Credit Union and Hawkins Homes. Outside of his advisory role, he is a partner in September Investments, LLC, where he is involved in researching properties and organizing financing. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm employs discretionary, model-driven portfolios with flexibility for customization and offers performance-based fee options and concierge services for qualified clients.

Mc Kenna Rice is a financial advisor at Private Advisory with a Series 65 credential and three years of industry experience. Prior to joining Private Advisory Group in 2022, Rice worked at Momentum Loans for two years and UFirst (University Federal Credit Union) for six years. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios blending equities, fixed income, and alternatives, while allowing advisors to tailor strategies and offers unique services such as performance-based fee arrangements and concierge support for larger clients.

Angelina Bulbotka is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. She has worked at Private Advisory Group LLC since 2020 and previously held positions at Builders Capital, Columbia Bank, and Starbucks. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios and offers performance-based fee options for qualified clients, along with specialized strategies and concierge services for larger relationships.

Amanda Dixon is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at American Seafoods and the University of Alaska Southeast. Private Advisory serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and small businesses, providing investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with customization options, and is noted for offering performance-based fee arrangements and concierge services for larger clients.

Eric Penz is a financial advisor with Private Advisory in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Private Advisory Group LLC since 2014. Outside of his advisory work, he writes novels and screenplays as the owner of AUTHORGate LLC. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses, providing investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with tailored allocations and offers performance-based fee options and specialized strategies for qualified clients.

Steven Hillstead is a financial advisor at Private Advisory with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edelman Financial Engines and its predecessor firms. Private Advisory provides investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm utilizes discretionary, model-driven portfolios with flexible allocation options and offers performance-based fee arrangements for qualified clients.

Katherine Ludeman is a financial advisor with Private Advisory, holding a Series 66 designation and 10 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Private Advisory Group LLC in 2021. Outside of her advisory work, she has a passive ownership interest in a storage unit facility and office space through Farstvedt & Scott, LLC. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with tailored allocations and offers performance-based fee options and specialized strategies such as option box-spread synthetic lending.

Stephen Reeves is a CFP® with 10 years of industry experience and currently serves as an advisor at Private Advisory Group LLC. His prior roles include positions at Approach Capital and Footprints Coastal Inc. Since 2021, he has been a managing member of Magic-Closet LLC, a business selling an outdoor pickleball game, where he handles accounting, finance, and sales. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative exposures, and offers performance-based fee options and specialized strategies for qualified clients.

Matthew Chambers is a CFP® and ChFC® professional with 14 years of experience in financial advising. He currently works at Private Advisory Group LLC and previously held roles at QuickBoost EV, Transamerica Financial Advisors, Inc., and World Financial Group Insurance Agency, Inc. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that blend equities, fixed income, and alternative exposures, offering tailored allocations and a performance-based fee option for qualified clients.