Our Team

Financial Advisors

J. Matthew Zundel

Private Wealth Advisor

801-676-4570

801-676-4565

Matt has over 22 years of experience in the financial services industry as a Comprehensive Financial Planner, Retirement Income & Distribution Specialist, Private Equity & Investment Analyst, Estate Planning Strategist and Business...

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Robert Welch

Private Wealth Advisor

801-676-4581

801-676-4565

Robert has over 27 years of experience in the financial services industry as a Comprehensive Financial Planner, Retirement Income & Distribution Specialist and Estate Planning Strategist. Prior to joining Coign Capital, Robert was a...

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Adam G. Lefler

Private Wealth Advisor

801-676-4572

801-676-4565

Adam has over 10 years of experience as a Comprehensive Financial Planner, Wealth Management Professional, Retirement Income & Distribution Specialist and Investment Research. Upon graduating from the University of Utah...

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R. Zeb Lowe, CFP®

Private Wealth Advisor

801-676-4573

801-676-4565

Zeb has close to 10 years of experience in the financial services industry as a Comprehensive Financial Planner, Asset Management Expert, Retirement Income & Distribution Specialist and Investment Research. Zeb has held positions with...

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Daniel Zundel

Private Wealth Advisor

801-676-4583

801-676-4565

Daniel joined the Coign Capital team 5 years ago and has experience as a Comprehensive Financial Planner, Wealth Management Professional, Retirement Income & Distribution Specialist and Investment Research. He has a...

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Courtland Adams

Private Wealth Advisor

8016764575

8016764565

Court is a Private Wealth Advisor with 3 years of experience in the financial services industry. He advises clients on a full array of wealth management solutions including comprehensive financial planning, asset management, and tax...

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Brandon is a CERTIFIED FINANCIAL PLANNER practitioner and a Chartered Retirement Planning Counselor. He began in the financial services industry in 1995 and has since spent the past 24 years working with individuals and small business...

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Trevor Stauffer

Private Wealth Advisor

801-676-4561

801-676-4565

Administrative Staff

Heather has been working as an Executive Assistant with Matt for over 15 years. She was Matt’s full compliance delegate while at Ameriprise and continues support in her role at Coign Capital. Heather received her Series 7, Series...

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Debbie joined the team in September of 2015. She has over 30 years of experience in the financial services industry. She graduated from the University of Utah. She enjoys playing a round of golf and being an avid Utah Utes fan.

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Joanne Laudenslager

Administrative Assistant

801-676-4563

801-676-4565

Aimee Hardy

Scheduling Coordinator

801-676-4562

801-676-4565

Aimee joined the Coign Capital Team in September 2019. She worked for many years as a Lobbyist in Washington D.C. and in Utah, and then in Marketing before retiring temporarily to raise a family. Her children are all now in school...

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Aaron joined Coign Capital in October 2019 as a financial planning assistant. He is a current student at Brigham Young University pursuing a bachelor's degree in finance. Aaron currently lives in Provo, UT and enjoys backpacking, river...

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