The people who will guide you every step of the way
We've been where you are. Here's who will walk alongside you.
John oversees wealth strategy integration and partner collaboration. With more than two decades of experience across financial planning, tax strategy, and investment management, he focuses on aligning portfolio construction with broader financial objectives and client-specific constraints.
B.A. Economics, Brigham Young University
Kyle has been a Certified Financial Planner (CFP) since 1994. He has served on the board of directors for the Financial Planning Association (FPA) of Colorado and the Institute of Certified Financial Planning (ICFP). Kyle's financial services background includes time working with nationally recognized planning and brokerage firms.
CFP • B.A. Finance, Metro State University
Cyndy has worked in the financial services industry for almost 30 years. She is a Financial Paraplanner Qualified Professional (FPQP). Cyndy leads day-to-day operations and client services, and is the heart and engine of Salt Wealth Partners.
FPQP
Ryan oversees portfolio architecture, allocation design, and investment governance. He has managed assets across institutional, private wealth, and family office platforms, applying disciplined portfolio construction principles within real-world advisory environments. His experience bridges systematic investment methodology and client-centered wealth management.
B.A. Economics, Brigham Young University • CFA Charterholder
Steve leads quantitative research and model development. He brings more than two decades of experience in systematic investing, algorithmic trading, and institutional data engineering. His prior professional experience includes roles at AQR Capital Management, Two Sigma, and Interactive Brokers, where he focused on research infrastructure, model development, and automated execution systems.
AB Physics, Columbia University • Advanced graduate studies in theoretical physics