Albion Financial Group

albion GPS

team

united by your best interest

  • Eleanor Sasaki

    Associate Wealth Advisor

    Financial Paraplanner Qualified Professional™

    Eleanor Sasaki joined Albion Financial Group in 2000. Eleanor has the ability to make client processes effortless and comfortable. Her caring approach comes through in each and every client relationship. She is sure to give clients the attention they desire, and to follow through on each task or request to completion. From opening new accounts to cash flow planning, she and her team ensure that client needs are met, that clients are informed of the progress, and that her efforts are properly documented. In addition to her daily duties, Eleanor enjoys planning and organizing client appreciation and other client specific events sponsored by Albion Financial Group.

    Eleanor is enjoying her new-found freedom after raising her two sons. She and her husband love to travel and experience new cultures, continents, and cuisine. She also enjoys boating, relaxing in the sun and, on occasion, a good dose of shopping.

  • Peggy Knodel

    Associate Wealth Advisor

    Financial Paraplanner Qualified Professional™

    Peggy Knodel joined Albion in 2010. She has an extensive background in sales, marketing, and customer service. Approaching each challenge with immense compassion and attention to detail, Peggy has flourished in her rapport with clients and co-workers. She works directly with Albion's Senior Wealth Advisors to ensure clients' needs are met in a timely and accurate manner. She is easy to talk to and is always available to handle whatever task may arrive.

    In her spare time, Peggy and her husband share a passion for preserving and driving antique automobiles. She also enjoys cooking, boating and traveling with friends and family.

  • Mallory Davis

    Associate Wealth Advisor

    Bachelor of Science in Psychology and Human Development, University of Utah

    Mallory Davis joined the Albion team in November 2016 as an Associate Wealth Advisor working closely with Senior Wealth Advisor Liz Bernhard and Financial Planner Brady Jeppsen. In her client service role, Mallory contributes an academic understanding of interpersonal relationships after completing her university studies in the fields of psychology as well as human development and family studies.  Mallory brings a close attention to detail and self-motivation to Albion after honing her professional skills through previous roles in the complex worlds of engineering and social work.

    Outside of Albion, Mallory enjoys spending time with her family where you’ll often find her building forts and Lego sets with her sons. Biographies are Mallory’s preferred reading materials and she turns to documentaries for her viewing pleasure.  With a love for the outdoors, Mallory joins the ranks of her Albion peers with a strong appreciation for Utah’s wilderness. 

  • Sarah Yates

    Associate Wealth Advisor

    Bachelor of Business Administration in Finance, Midwestern State University

    Sarah Yates joined Albion Financial Group in 2010 as an Operations Associate and, after seven years with the Operations team, Sarah has transitioned into the role of an Associate Wealth Advisor. Sarah now works closely with two of Albion Financial Group’s Senior Wealth Advisors: Michelle Buxton and Debbie Knotts. With her strong background in client data management, Sarah has quickly become an integral part of the Wealth Management Team. Sarah is a hard worker and a fast learner and approaches every situation analytically. She has a great sense of humor and quick wit that everyone at Albion enjoys.

    Originally from Texas, Sarah obtained a Bachelor’s degree in Business Finance from Midwestern State University, where she was also an NCAA Division II collegiate athlete. After graduating, she took some time to travel, visiting South America, Nepal and Thailand. She then ventured to Utah to experience a season in the snow and fell in love with skiing and all the outdoor recreation Utah has to offer. Now calling Park City home, Sarah spends her extra time gardening, cooking, and skiing with her husband and two young children.

  • Sara Dewey

    Associate Wealth Advisor

    Bachelor of Science in Psychology and Mass Communications, Dixie State University
    Associate of Culinary Arts

    Sara joined Albion Financial Group in 2018 as an Associate Wealth Advisor to support Wealth Builder Advisor Danielle Gregory as well as the firm’s marketing and outreach initiatives. Sara takes pride in her attention to detail and desire to build quality relationships with clients; skills she honed while working in customer service and consulting with clients in the luxury kitchen market. 

    As a culinary school graduate, most of Sara's spare time is spent cooking, baking, and exploring Salt Lake City’s local culinary scene. Sara truly enjoys all aspects of cooking, from shopping local farmers markets to sharing her food with friends and family. Outside of the kitchen, Sara’s time is spent indulging her true crime media addiction, participating in hot yoga classes, camping, and playing Settlers of Catan.

Albion Financial Group's Associate Wealth Advisors assist us in our mission of helping clients achieve their financial goals. Associate Wealth Advisors work directly with our Senior Wealth Advisors to provide the highest level of service to our clients, establishing new client relationships in addition to providing support and advisory services to our existing high net worth clients. 

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