About Us

Teton Wealth Group, LLC. in Murray, Utah, is a family-focused financial planning and wealth management firm. We focus on helping you define and implement the retirement income, tax-efficient and estate planning strategies that can guide you toward achieving the retirement and financial goals you’ve dreamed of.

Our Mission

Our mission is to make a meaningful difference in our clients’ lives by creating personal strategies for each individual and informing clients as fully as possible about retirement planning. Our investment advisors and financial professionals can help you address retirement income and distribution strategies, risk management, investing, wealth protection, and tax-efficient estate planning and conservation.

OUR TEAM

WE’RE HERE TO GUIDE YOU

The Ascent Plan

Ascend to Heights You Never Thought Possible

Wealth management is what we do. Leading our clients beyond what they think is possible is who we are. The Ascent Plan is how we do it.
1. Discover
Basecamp

From guessing to knowing

Purpose: Connection, get to know you and what is most important to you

Outcome: Clarity

2. Plan
CLIMB

From product to personalized solutions

Purpose: Help you see what is possible 

Outcome: Certainty

3. Lead
SUMMIT

From advisor to leader

Purpose: Guide you along the way

Outcome: Confidence

Schedule a Meeting

Book a meeting and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!

Clayton Alexander

FOUNDER, REGISTERED INVESTMENT ADVISOR

Clayton Alexander has been working with clients on their ascent to retirement security for more than a decade. His love of being in the mountains and the peace of mind he finds there are akin to the fulfillment he gets from helping clients navigate through the steps to achieving the retirement lifestyle they want.

“Some of the people we meet didn’t know they could be done working until we show them from a savings and planning standpoint that they’re able to retire,” he says. “It takes a huge weight off their shoulders knowing they’ll be able to do all the things they’ve wanted to do.”

Clayton graduated from Dixie State University with a bachelor’s degree in business administration, and gained experience through Northwestern Mutual and Goldman Sachs. He is licensed for life and health insurance in the state of Utah and holds his Series 65 license. Ascending and scaling new heights drove Clayton to form Teton Wealth Group, LLC. in 2019 with his current partners.

As an Investment Adviser Representative, Clayton focuses on building holistic retirement plans. With the launch of Teton Wealth, Clayton developed the four-step Ascent Plan – a system to help clients gain clarity and perspective on creating a financial plan for safe, secure and tax-efficient retirement income and estate transition.

Clayton and his wife, Alex, live in Park City, Utah, with their two daughters, Charly and Andi – with another, Tess, on the way. Away from the office, his family can often be found participating in a variety of outdoor activities, including skiing, soccer and boating.

Doug Ferrell

PARTNER, CCO,
INVESTMENT ADVISOR REPRESENTATIVE

Doug has a passion for helping people pursue their financial goals. He spent a significant part of his career channeling that passion into developing and growing successful business enterprises, including helping a local fulfillment company increase revenues from $1 million to $100 million annually. As a business consultant, Doug has helped a variety of companies reduce costs and streamline operations.

Doug switched gears in 2014, focusing his efforts on helping individuals work toward their personal financial goals. In his role as a financial representative, Doug helps clients build strategies to get them to and through retirement. His personal mission is to develop retirement income plans for clients’ specific needs and create strategies that allows them to retire with confidence. He specializes in retirement, income strategies and Social Security. Doug is a graduate of the University of New York, where he earned a Bachelor of Science degree. He holds life and health insurance licenses in the state of Utah and holds his Series 65 license.

Doug and his wife, Michelle, live in Bountiful, Utah, and they have five children and four grandchildren. While he enjoys personally participating in all kinds of sports and outdoor activities, Doug’s greatest joy is coaching his children and grandchildren in their various sports and helping them succeed on and off the court.

“Some of the people we meet didn’t know they could be done working until we show them from a savings and planning standpoint that they’re able to retire,” he says. “It takes a huge weight off their shoulders knowing they’ll be able to do all the things they’ve wanted to do.”

Jessica Kirkham

COO

Jessica has been working in this industry for six years. She is responsible for the operations side of the business including new business processing and client services. She loves building relationships with Teton’s clients and servicing their needs.

In her free time, Jessica loves to read just about anything she can get her hands on, gardening, and spending time with her husband and kids.

Ethan Millard

Director of Advisor Services

Before entering the financial world, Ethan spent more than a decade on air at KSL News Radio & Television. This career gave him a front-row seat to some of our community’s most memorable and historic moments. His broadcasting experience is evident in his ability to break down and explain the financial world in a way that’s helpful to Teton clients.

Ethan loves his work at Teton because of how helpful he feels each day. “Every time I have the chance to perform a small task or offer some financial advice or perspective, I can see how much it reduces anxiety and contributes to a family’s wellbeing. It’s very gratifying.” Ethan has a Utah State Insurance License as well as a Series 65 securities license.

Ethan is married and has three children. They enjoy camping and rock hounding together in the summer months.

Alisha Vaivaka

Director of Culture

Alisha has been in the financial services industry since 2016 and has enjoyed her time learning about financial investments and retirement planning. Alisha takes pride in her work and gets a kick out of helping and serving others. Her customer service skills stem from her experience in the retail industry. This is where she has come into her own and has really flourished as far as client relations goes. She exceeds our clients’ expectations each day and works to develop each client experience into a personal and rewarding relationship. Outside of the office, Alisha enjoys spending time with her family, friends and on the pickleball court.

Neal Marchant

MARKETING DIRECTOR

Neal Marchant has been involved in the marketing realm for over 10 years.  He graduated from Utah Valley University with a Bachelor of Science in Communications and a minor in Marketing. There he was able to make great connections serving as a presidential ambassador. Since then, Neal has developed his marketing skills in the telecommunications industry, surgical device field and now in the financial realm. 

Neal also has a passion for fitness and helping people achieve their physical prime. He likens the planning and commitment needed for one’s optimal health and wellbeing to that of having a good financial wellness plan. 

Neal and his wife, Sarah, live in Kamas, Utah, with their three boys, Brock, Lucas, and Willie. When not in the office, Neal can be found working out, doing farm chores, personal training, hunting, hiking or playing sports.

William King

Service Representative

William is a Resident Producer Individual and was inspired to work in the financial services industry after seeing the positive results his father received from his own financial advisor. He works with the Teton Wealth Group, LLC. team to help provide clients with peace of mind when it comes to their financial future and retirement needs. He is most passionate about helping people and strives to leave clients excited about the results of their financial future when navigating towards retirement. Outside of work, he enjoys spending time with his family, including his wife and eight children.

Lauren PIZZO

New Business Manager

Lauren has a B.S in communication and her areas of expertise include customer service, organization, and problem-solving. Her responsibilities consist of receiving and handling client service requests, completing and processing account paperwork, opening new accounts, and facilitating and assessing in the transferring of assets. 

She is very passionate about helping others live their best life and is a strong believer that life is supposed to be enjoyed and not spent worrying about finances. For these reasons, she finds fulfillment in being part of the Teton Wealth Group team. She believes in the services Teton provides and is proud to be a part of a company that will always do what is in the best interest of the client.

Outside of work Lauren enjoys reading and spending time in the mountains with her Goldendoodle named Eddie.  

Rain Cole

Director of Client Services

Rain graduated from high school a year early and has been in client service since then. She has 3 siblings and 2 cats, named Sushi and Rosemary. From a young age Rain has wanted to be in a position where she can make a difference, either big or small, which led her to work here at Teton Wealth. Her Favorite color is pink and she enjoys watching anime, painting, and spending time with her family and friends outside of work. 

Jennifer Stevens

Service Representative

Jennifer was adopted from South Korea at a very young age and has since had the opportunity to go back to reconnect with her biological family. Family connections are incredibly important to her. Jennifer started working in the financial industry in 2006 and worked her way up to an operations supervisor. She then spent the next ten years as a stay-at-home parent to her 2 boys. Jennifer is currently attending SLCC working towards her degree. Education and helping others have always been guiding forces; this in turn has brought her to Teton Wealth Group. Jennifer currently holds multiple state records in competitive powerlifting, enjoys the outdoors with her boys, and lives to experience all aspects of travel.

Grey Yates

Medicare Advisor
I graduated from Dixie College in 1984 and soon after got married. I have always wanted to be an Entrepreneur. From the time I was 16 yrs. old, I have always been in some type of Sales position or owning my own business. After selling my business, I got into the Health and Life Insurance industry and have made this my passion and career trying to help people navigate the Medicare world.  I’ve been going strong for over 24 years now. It’s rewarding knowing that I am helping my clients get the best kind of Health coverage available.

I’ve been married to Jennifer (Jiffy) Yates for 39 wonderful years. How time flies!  With 1 daughter and 2 sons and 6 grandchildren, there is never a dull moment. My family and I live in St. George, Utah. I enjoy golfing, watching all kinds of sports and participating in them when the knees allow, going boating and water skiing, especially at Lake Powell and all the family vacations our family is able to enjoy with each other. “Work hard, Play hard” is my motto.