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
Portfolio Manager, Analyst

Jason L. Ware, MBA
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

Zenfira Djafarova
Human Resources

Eleanor Sasaki
Registered Paraplanner

Michelle Buxton
Registered Paraplanner

Liz Bernhard
Registered Paraplanner

Amber Runno
Office Administrator

 

Eleanor Sasaki
Registered Paraplanner

Eleanor Sasaki joined Albion Financial Group in 2000. She is involved with the financial advisor team, from the process of opening new accounts to assisting with client management activities.

She works closely with clients to ensure their needs are met by the Albion team.

Eleanor attended Weber State University.

She loves traveling and her summer trips to Lake Powell enjoying the sun and boating with her husband and two sons.

© 2002-2008 Albion Financial Group
Contact Us • Disclosure • Home