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MEET THE COIGN TEAM

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

J. Matthew Zundel

Founding Partner

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

R. Zeb Lowe, CFP ®

Managing Partner

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Robert Welch

Senior Wealth Advisor

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

M. Brandon Riley, CFP®, CRPC®

Senior Wealth Advisor

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Adam G. Lefler

Senior Wealth Advisor

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Daniel Zundel

Private Wealth Advisor

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Courtland Adams

Private Wealth Advisor

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Heather Syrett

Director of Client Services

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Debbie White

Administrative Assistant

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Joanne Laudenslager

Scheduling Coordinator

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Brock Alvord

Planning Assistant

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Madison Russell

Planning Assistant

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Alli Sudbury

Administrative Assistant

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Hannah Shipp

Administrative Assistant

COIGN OF VANTAGE

/koin/ noun: an advantageous position for observation and action.

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

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12012 S 700 E #100,
Draper, UT 84020

info@coigncapital.com

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