Salt Lake City, UT Office

Arthur Leo is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Valic Financial Advisors since 1999 and also serving as an agent with Agia since 2022. Outside of his advisory role, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Kara Weston is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Valic Financial Advisors since 2017 and also holds a position with Agia focused on non-securities insurance products. Outside of her advisory work, she and her husband produce and sell baked goods as a hobby. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and Impact (ESG) Overlay services.

Thomas Sautel is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding a Series 66 credential and five years of industry experience. His work history includes positions at Agia and The Prudential Insurance Company of America. Outside of his advisory role, he competes as a professional disc golfer in local tournaments. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and multiple wrap programs through a large network of investment advisor representatives.

Nathan Siegal is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2011. He also holds an agent position at Agia, focusing on non-securities insurance products. Additionally, he acts as trustee for an educational savings trust established for a family beneficiary. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Elliot Lewis is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2006. Outside of his advisory role, he participates as an independent consultant for BIOGEN, speaking about his family’s experience with Spinal Muscular Atrophy at the CureSMA National Conference, and he also sells collectibles on eBay. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting optional tax and ESG overlay services.

Bryan Ball is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2010 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.