Albion Financial Group

albion GPS

team

united by your best interest

  • Sarah Bird, CFP®

    Senior Wealth Advisor

    National Association of Personal Financial Advisors (NAPFA®)

    Bachelor of Science in Human Development, Psychology Minor; University of Utah

    A Utah native, Sarah Bird joined the Albion Team in 1999. She loves the experience of working with clients as they establish, progress towards, and accomplish their goals. Sarah works with several multi-generation client families and enjoys serving as a sounding board and guide to these clients as they transition family values toward money from one generation to the next. She is always excited to learn about new ideas and processes in the financial advising world, and is always willing to jump in and help.

    Continuing education and personal development are among her passions. Her commitment in these areas shows in her engagement in several youth and teen leadership and development projects in the community. 

    Outside of the office, Sarah and her husband can be found exploring the world and undertaking new and exciting adventures with her boys, giving them unique experiences and learning opportunities. Sarah is also a regular volunteer in her sons' classrooms, and a regular at her early morning pilates class.  

  • Devin Pope, CFP®, MBA

    Senior Wealth Advisor

    Member of the Utah Financial Planning Association 

    Masters of Business Administration, Westminster College
    Bachelor of Science in Economics, Westminster College

    Devin Pope brings a unique combination of experience and insight to our team. He especially enjoys helping each client research, evaluate, and understand different investment, tax, estate, and retirement strategies. 

    The diversity of Devin’s professional experience allows him to provide unbiased and valuable advice to the clients with whom he works. While working as a Paraplanner in California, Devin earned his securities and life insurance licenses.  He has experience as a part-time real estate agent—which increased his knowledge of investments outside of public securities—and as a financial advisor helping clients with insurance and investment products.

    Devin’s previous work experience in the financial services industry gives him great appreciation for the Albion model; a fee-only approach where he can bring his unique understanding of a broad range of financial planning topics and the complex interactions among them to bear on behalf of each client. He also shares his vast knowledge volunteer teaching financial literacy classes at the YWCA.

    Devin enjoys spending time with his wife, daughter and son and experiencing all the natural wonders Utah has to offer. He is an avid golfer and likes to travel.  

  • Liz Bernhard, CFP®, MBA

    Senior Wealth Advisor

    National Association of Personal Financial Advisors (NAPFA®)

    Master of Business Administration, Westminster College
    Bachelor of Science in Economics, University of Colorado

    Since joining Albion in 2009, Liz Bernhard has continued the tradition of collaborating with others on the Albion team on behalf of her clients.  She works diligently to understand the nuances of each issue her clients face in order to bring about the best possible solution.  Liz began her career at Albion as an Associate Wealth Advisor, where she learned our systems and procedures, and in 2011 transitioned to the role of Senior Wealth Advisor. Throughout her tenure, she has consistently demonstrated that she’s an eager and quick learner. Liz obtained her CFP® license to compliment her MBA from Westminster College.

    Originally from Michigan, Liz moved to Utah after college to enjoy the skiing. After spending a few years working and skiing in Alta, she now skis as many weekends as her schedule will allow. Liz is well rounded in her extracurricular activities, enjoying the creativity of the kitchen as well as the pleasures of hiking and camping in the diverse environments of the great state of Utah.

  • Danielle Gregory

    Wealth Builder Advisor

    Financial Paraplanner Qualified Professional™

    Bachelor of Science in Politics, University of Utah

    Danielle serves as coordinator of the Albion Wealth Builder offering, a role that includes introducing new Albion clients to Wealth Builder, managing the onboarding process for those clients, and working with the investment team to ensure each Wealth Builder portfolio is properly allocated per the client investment policy. On an ongoing basis Dani provides Wealth Builder clients with investment and financial guidance to keep them on track toward their personal financial goals. Dani is a member of the Women of Albion Team, a group of Albion staff focused on the distinct requirements of Albion’s women clients. She is also engaged with our millennial initiative which adapts the tools, techniques and communication channels of Albion to the requirements of the millennial generation.

    Dani began her career at Albion in 2011 as an Associate Wealth Advisor, where she gained experience in wealth advising and Albion’s investment management process. In 2015, Dani transitioned to her current role as Wealth Builder Advisor where she assists clients in the wealth accumulation phase of life. Dani combines intelligence and insight with a true desire to help our clients reach their financial objectives.

    Outside of work, Dani enjoys being active and spending time with her friends and family.  Her appetite for activity is robust. She is an active swimmer, having been a competitor in the sport for twelve years and a member of the University of Utah swim team. Yet swimming is not enough – she also enjoys running marathons and participating in CrossFit competitions.

  • Debbie Knotts, CFP®, CLU®

    Senior Wealth Advisor and Vice President
    Albion’s Board of Directors

    National Association of Personal Financial Advisors (NAPFA®)

    Debbie Knotts joined Albion in 1987, and serves as a Vice President and Senior Wealth Advisor. Her knowledge, intuitive nature, and compassion have produced strong, successful relationships with clients, many of which she has had for over twenty years.

    Beginning with the initial establishment of advisory relationships, Debbie provides ongoing advice on a broad range of financial topics.  She specializes in the coordination of clients' financial issues in business planning, estate planning, risk mitigation and retirement.  Debbie is also very involved in the community, most recently serving as a board member on the Planned Gifts Committee for Primary Children’s Medical Center. 

    Debbie’s success is due in part to her ability to get deeply involved and collaborate with co-workers, clients, related professionals, and the community in her effort to create the best possible outcome for the situation at hand. 

    She approaches her personal life with the same passion and vigor as her work; she always has great stories to share. Anything that involves travel and adventure is right up Debbie’s alley. Winters, when she is not at work, you can find her skiing at the Alta Ski Resort. Summers, well you can probably find her in Alta as well, out hiking after the snow has melted.

  • Michelle Buxton

    Senior Wealth Advisor

    Financial Paraplanner Qualified Professional™

    Bachelor of Science in Consumer & Community Studies and Human Development, University of Utah

    Michelle Buxton has built an extensive background in client service and financial advising since joining the team at Albion Financial Group in 2005. In the process, Michelle has developed a particular aptitude for solving complex, one-of-a-kind issues. Prior to her role as a Senior Wealth Advisor Michelle served as an Associate Wealth Advisor, building many longstanding relationships with Albion’s client families.  As a Senior Wealth Advisor, Michelle works daily to implement of each of her clients’ specific investment and financial planning goals aiming to guide her clients to a lifetime of good decisions.

    Michelle appreciates learning new skills and expanding her horizons, both professionally and personally. She attended the University of Utah earning a double major in Human Development and Consumer and Community Studies with an emphasis in Financial Planning. To further advance her studies, Michelle will soon seek her Certified Financial Planner® designation. Recreationally, Michelle enjoys mountain biking, snowboarding, and traveling with her husband and two children.

  • Brady Jeppsen, MBA

    Financial Planner

    Master of Business Administration, Webster University
    Bachelor of Science in Microbiology, Weber State University

    Brady took an unconventional path toward financial planning. After getting his degree in Microbiology and working in a laboratory for several years, he started paying closer attention to his own personal finances. He became fascinated with some of the different investing, planning, and tax strategies that can be used to build and sustain wealth.

    In September 2017, Brady took a career-changing leap and began his tenure at Albion Financial Group as a Financial Planner. He works closely with Senior Wealth Advisor Liz Bernhard and Associate Wealth Advisor Mallory Davis, where he uses his strong analytical skills to help clients optimize their financial situation. Brady is currently working toward obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

    Brady enjoys spending time outdoors with his wife and two daughters. He also loves travelling and enjoys local eateries.

Albion Financial Group's Senior Wealth Advisors work with clients to ensure their financial concerns are addressed in an integrated fashion, that pieces of the overall plan are working in concert, and that tactical changes are made to stay on track toward each client’s goals. They guide long-term financial success through years of good decisions. As part of this process, an Investment Policy Statement is developed, which becomes the blueprint for the efforts of the investment team’s work on the client’s behalf.

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