Salt Lake City Office

James P. Dowd, CFA

Daren Dearden

623 E Fort Union Blvd. Suite 101

Salt Lake City, UT 84047

Tel: (801) 810-7805

Toll Free: (888) 625-7768

East Bay / North Bay Office:

Frances Harkins, CFP®

602 West K Street

Benicia, CA 94510

Tel: (707) 418-5536

Toll Free: (855) 538-4767

McAllen Office:

Juan Garcia

222 East Ridge Road Suit 108

McAllen, TX 78503

Tel: (956) 627-3914

Toll Free: (855) 538-4767