Cottonwood Wealth Strategies is a team rooted in the solid and enduring foundation of family relationships. We guide our clients wisely to address the full spectrum of their assets and liabilities by utilizing multi-generational perspectives with experience working in turbulent markets and environments.



Remaining steadfast, especially when times are tough, is key to helping our clients achieve their milestones. With over 30 years of industry experience, Tom co-manages the investment portfolios, working hand-in-hand with clients to put all of the pieces of their financial puzzle together.


Chief Executive Officer

Matt is always looking to raise the bar. As co-manager of the investment portfolios, Matt is continually searching for new opportunities and ways to mitigate unforeseen risks in the marketplace, which are key components of The Insight FORMula.


Senior Client Service Manager

After 13 years working with the University of Utah, she now heads the firm’s planning and strategy department as the Chief Strategies Officer. Whether you’re just starting your financial journey or tweaking your current plan, she’s the guru; not to mention she’s a blast to be around!


Senior Client Service Manager

Jennifer, our newest Client Service Manager, brings over 11 years of experience in top-notch support and operational assistance. Not only will she help elevate the client experience, but she also brings her wonderful personality and fun spirit to the CWS family.


Client Associate

As the newest member of the CWS team, Amy brings a wealth of experience in office management and client services. Known for her attention to detail, Amy makes sure systems run smoothly and efficiently for clients; she’s a wonderful addition to the team.