THE COMPANY    |   ALBION PHILOSOPHY    |   ALBION TEAM  

 

Albion Team

Investments Team

W. Toby Levitt
Chief Investment Officer and CEO

John Bird, CFA, CFP®, MBA
President

John Bergerson, CFA, MBA
Vice President, Portfolio Manager, and Financial Analyst

Mason Woolf, MBA
Analyst

Jon Larsen
Analyst

Douglas Wells, CFA, CFP®, MBA
Vice President

 

Financial Advisors

Debbie Knotts, CFP®, CLU®
Vice President and Personal Financial Advisor

Sarah Bird, CFP®
Personal Financial Advisor

Kim McNeil, CFP®
Personal Financial Advisor

Devin Pope, MBA, CFP®
Personal Financial Advisor

 

Client Service Team

Carrie Kerr
Systems Manager

Camden Chamberlain
Operations

Lorena Scandrick
Office Administrator

Eleanor Sasaki
Registered Paraplanner

Michelle Buxton
Registered Paraplanner

Zenfira Djafarova
Paraplanner

Amber Runno
Office Administrator

 

Debbie Knotts, CFP®, CLU®
Vice President and Personal Financial Advisor

Debbie joined Albion in 1987 and serves as a Vice President and an Officer of Albion Financial Group. Debbie is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter™, and a registered member of the National Association of Personal Financial Advisors.

Debbie works with Albion clients from the initial establishment of advisory relationships to providing ongoing advice regarding broad financial issues. She monitors overall asset allocations for clients' portfolios, ensuring that investment policies are being properly implemented. Debbie specializes in the coordination of clients' financial issues in areas such as risk mitigation, business planning, retirement and estate planning.

A native of Idaho, Debbie moved to Salt Lake in the early 1980s to join the staff of Utah Governor Scott Matheson.

In her spare time, Debbie enjoys spending time out doors hiking, skiing, and gardening.

© 2002-2008 Albion Financial Group
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