Our Team
Our Personnel

Travis Ewell, CLU®
Director of Operations - Financial Advisor
Bachelor of Science Degree — Finance — Southern Utah University
Travis grew up in Pleasant Grove, Utah, and attended Ricks College in Rexburg, Idaho, earning his
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Travis, his wife Cheri, and their four children currently live in Genola, Utah, where he is very active with his family and a part-time farmer. He is active with his church responsibilities as well as coaching basketball. If he can’t be found at work, he is more than likely working with his 600 evergreen trees or on a mountain somewhere hunting mule deer.

Morgan Winters
New Business Specialist
Bachelor of Science Degree — Personal Financial Planning — Utah Valley University
Morgan’s passion for helping others and her creative spirit are what led her into pursuing a degree in
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Nicole Jenkins
Client Relations Specialist
Bachelor of Science Degree — Communications — Utah Valley University
Nicole loves talking with and getting to know new people.
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Affiliated Advisors

Michael Frandsen, CLU® CFP®
Affiliate Advisor
Bachelor of Science Degree — Business Finance — Brigham Young University
Michael has been a financial advisor since 1989. He is married and has 6 children.
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Christopher Morrill, ChFC®
Affiliate Advisor
Bachelor of Science Degree — Business Finance — Brigham Young University
Chris has helped clients retire confidently for 19 years.
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