Private Advisory

Tricia Eliason is a financial advisor at Private Advisory with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses firm-generated model portfolios across multiple asset classes and employs a variety of instruments and strategies, including structured notes and derivatives, often managing assets on a discretionary basis.

Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

Joshua Glenn is a CFP® with three years of industry experience, currently serving at Private Advisory Group LLC. His prior roles include positions at Peterson Wealth Advisors and Vanguard. He also spent two years as a volunteer missionary for the LDS Church. Private Advisory offers personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and strategies such as structured notes, options, and derivatives. The firm manages most assets on a discretionary basis and provides services including tax and estate coordination, insurance review, and third-party professional coordination.

Parker Anderson is a financial advisor at Private Advisory with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Order Protection, and Lumio. Anderson also spent six years at Utah Valley University in a role concurrent with his early career. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary model portfolio approach with a variety of instruments and strategies, including structured notes, options, and private placements, and offers a performance-based fee arrangement for qualified clients.

Ngoc Thuy Vy Nguyen is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. Prior to joining Private Advisory Group LLC in 2022, Nguyen worked at GSLabs and Emirate. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios that combine equities, fixed income, and alternative exposures, and incorporates strategies such as structured notes, options, and private placements.

Davis Bean is a financial advisor at Private Advisory with a Series 65 designation and two years of industry experience. He has held roles at Private Advisory Group LLC since 2023 and has experience working with academic institutions including Utah Valley University and Brigham Young University Idaho. Private Advisory provides personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and a variety of instruments such as structured notes, options, and private placements. The firm manages most assets on a discretionary basis and offers performance-based fee arrangements 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 at Private Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisory Group LLC since 2014, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios across various asset classes and employs strategies including derivatives and borrowing to meet client objectives, often managing assets on a discretionary basis.

Steven Hillstead is a financial advisor at Private Advisory with 25 years of industry experience. He has held roles at Edelman Financial Engines, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. His credentials include Series 63, Series 65, and Series 66 licenses. Private Advisory offers personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios combined across equities, fixed income, and alternatives, using a discretionary implementation approach that may include derivatives, structured notes, and borrowing to meet specific client objectives.

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.

Wesley Jensen is a financial advisor with Private Advisory, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He worked at ABG Consultants for 13 years before joining Private Advisory Group LLC, where he has been for four years. Jensen is also a licensed life and health insurance agent since 2004 and manages an LLC used for internal business purposes. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios blending equities, fixed income, and alternatives, and uses a range of instruments and strategies including derivatives and borrowing for specific client objectives.