Chelsea Adams
After nearly a decade of teaching in higher education, Chelsea joined Stratos Wealth Partners. She has a passion for education, and loves helping people understand their finances and work towards their goals. She earned her PhD in English from the University of Nevada, Las Vegas, and holds an MA from Weber State University and a BA from BYU Provo. She has won multiple awards for her excellence in research and teaching. In 2023, she was one of 8 Excellence Awardees for the InvestmentNews Rising Star Advisor of the Year Award.
Currently, Chelsea lives in Layton, Utah, and enjoys social partner dancing, reading, hiking, and traveling. She is also an animal and plant lover, with two rescue cats and dozens of plants. And you can still find her teaching the occasional course at Weber State or volunteering her time at the community writing center in the Salt Lake City library.
Whether supporting an individual, family, or small business, as advisors at Stratos Wealth Partners and LPL Financial, we enable our customers to create and grow their wealth by providing them with the tools and services according to their needs.
We feel:
• Our customers are the most important people to our company
• Our customers are not an interruption of our work. They are the purpose of it. We appreciate the
opportunity to earn their business every day.
• Our customers share our commitment to excellence and encourage us to innovate.
• We are 100 percent committed to our customers’ growth, passionate about their success, and
exceedingly proud to be their partner.
• Our customers rely on us to help them prosper. It is our job to help them on their journey.
Financial planning is an ongoing process of preparing for and reacting to critical financial events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property, or proactively planning for a legacy. Our resources and expertise help to prepare our clients for such events, so that they can pursue their financial and lifestyle goals.
Stratos Wealth Partners’ Around the Sun Model (ArTs Model) offers each of our clients a clear and guided process through each stage of their financial life. While you may not need all seven rays to shine on you right now, over time, you may need the warmth of each ray of our process.
Shaun Banda
Emily Cottrell
I am a passionate insurance agent with a deep love for dogs. I have developed a strong understanding of the complexities and nuances of various insurance policies. My goal is to provide my clients with personalized and comprehensive coverage that meets their unique needs and protects what matters most to them.
Beyond my professional expertise, my love for dogs has always been a significant part of my life. I firmly believe that our furry friends bring immense joy, companionship, and unconditional love to our lives. As a dog lover, I understand the importance of ensuring their well-being and safety, which is why I specialize in offering insurance solutions tailored to pet owners.
Throughout my career, I have had the privilege of working with individuals, families, and businesses, helping them navigate the insurance landscape and find the right coverage for their specific requirements. I take pride in building strong relationships with my clients, understanding their goals, and providing them with peace of mind through reliable insurance solutions.
If you are seeking a dedicated insurance professional who understands the importance of safeguarding what you hold dear, while also sharing a passion for dogs, I would be delighted to connect with you. Let's explore how I can assist you in finding the right insurance solutions to protect your assets, loved ones, and furry friends.
Feel free to reach out to me for any insurance-related inquiries or simply to share stories about our beloved canine companions. I look forward to connecting with like-minded professionals and building meaningful relationships on LinkedIn.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 150 W Civic Ctr Dr # 600, Sandy, UT 84070
Steve Morrow
Branch Manager for Raynor Brokerage LLC. For over 30 years I've been working with people, just like you, to create generational wealth by helping them purchase their first home and by showing them how simple it is to purchase an investment or vacation home. I've become an expert in all areas of credit, first time homebuyers, grant programs, investment properties, second homes, property flips and have specialized commercial loans. I excel in personal attention to your mortgage loan purchase or refinance. I walk each and every client through the mortgage process like no one else and being a mortgage broker, rates are fees are as low as they come. Experience matters.
I teach Continuing Education classes on How to Obtain Perfect Credit and Real Estate Agent Safety classes to Utah Real Estate Agents. I teach one on one handgun training and Utah's Concealed Firearm Permit class. I'm also a high school volleyball referee.
Paul Olson
I grew up on a ranch in Northern California where I learned the importance of hard work alongside my parents and five younger brothers. After graduating from high school, I attended Ricks College where I competed in track and field, and then transferred to Utah State before joining the United States Coast Guard. I thoroughly enjoyed the four and a half years I spent serving my country on the ocean touring the Bering Sea and working with units on the Northern Great Lakes.
After my military service, I moved to Utah where I met my angel at a dance. Angela continues to be my perfect partner on and off the dance floor. We each brought to our union two daughters who are all older now with three of them married (one grandson, a step granddaughter and three granddaughters)! We were also so excited to bring a boy into our family to help balance all that female energy and he is graduated and joined the Utah Army National Guard.
With the support of Angela, I was able to finish my bachelor’s degree in Business Management and my Master of Business Administration. I am a licensed Insurance agent in the state of Utah, Idaho, Wyoming, and Texas; and look forward to working with you for all your insurance needs. Please feel free to call me anytime with any questions or concerns you may have.