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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

 

Michelle Buxton
Registered Paraplanner

Michelle Buxton joined Albion Financial Group in March of 2005 as part of Albion's client service team. Michelle works closely with Albion's financial advisors assisting in the implementation of each client's specific account activities.

Michelle attended Weber State University and Salt Lake Community College. Michelle has a previous background in client relations.

She enjoys spending her time in the outdoors boating and camping with her husband and daughter.


© 2002-2005 Albion Financial Group
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