PHONE: 801.355.5210 | FAX: 801.415.7087 | EMAIL
Wilson Financial Advisors Logo

THE WFA TEAM

Kent L. Wilson, CFP®, CPA
President of Wilson Financial Advisors, Inc., Kent is a Certified Public Accountant as well as a Certified Financial Planner™ professional. He is also a NAPFA-Registered Financial Advisor. Kent graduated from Utah State University with a B.S. degree in accounting. Prior to joining WFA, Kent was with a CPA firm for eight years, giving him an extensive background in tax planning. Kent joined Wilson Financial Advisors in May 1994. Kent has been quoted in Smart Money magazine and the Wall Street Journal. He was recognized as being one of the top 150 financial planners in the nation in 2000, 2002, 2004, 2006 and 2008 by Medical Economics magazine.

Thomas Fritz, CFP®
Vice president of Wilson Financial Advisors, Inc., Thomas Fritz is a Certified Financial Planner™ certificant who has worked with WFA since 1993. Thomas holds a B.S. degree in business management from Brigham Young University, Hawaii. Before joining WFA, he had more than four years’ experience in the financial planning field. Thomas specializes in investment analysis and portfolio strategies for clients, including maximization of diversification to reduce risk. Thomas designs and presents educational seminars for WFA clients on a variety of financial planning and investment topics. He also works with 401(k) plans to educate participants about sound investment principles. Thomas has been interviewed many times by local and national media about the financial planning profession and current topics of interest. He also presents seminars at professional organizations.