Broker Check

Our Team

Val G. Stephens, J.D.

Principal

The principal of the firm, Val G. Stephens, J.D., is a native Californian who received his undergraduate degree from Brigham Young University. After serving for two years as an intelligence officer in the United States Air Force, Mr....

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Ann Weeks

Office Manager

Ann has been our Office Manager from the day we started business, more than 28 years ago. One of her outstanding personal traits is a strong sense of integrity. This characteristic is important to our clients because Ann monitors our...

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Jean Wiggins

Technical Administrator

Jean has been our Technical Administrator for over 23 years. She is responsible for the major computer work in our office, including the production of the Quarterly Performance Reports that we send to our clients. Jean is well suited...
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Jodi Weight

Administrative Assistant

As an Administrative Assistant for over 9 years, one of Jodi’s key client responsibilities is portfolio maintenance and review. Jodi regularly monitors each client account to make certain that it is properly invested and her ...

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