Questions about Membership or Suggestions for Programming?
Please email UPGRT support at: admin@upgrt.org
BOARD MEMBERS:
Cameron Cole, CFP, MBA, President
Empirical Wealth Management
ccole@empirical.net
Steve Tingey, Secretary
Estate Planning Attorney
Tingey Law Group
steven@tingeylawgroup.com
Joanna Johnston, Treasurer
Tax Planning & Strategy Specialist
The Investment Council Company
joanna@iccnv.com
Scott Cunningham, CIMA, CPWA, CEPA
Membership Vice President
Managing Partner - Wealth Advisor
Family Wealth Management
Scott@FamilyWM.net
Matt Claflin, CFP
Program Vice President
Senior Manager, Planned Giving
Best Friends Animal Society
mattc@bestfriends.org
Vicky Hopper
Board Member
Director of Planned Giving
Utah Valley University
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