FirstPurpose Wealth Employee Directory

FirstPurpose Wealth corporate office is located in 462 E 800 N, Orem, Utah, 84097, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Medical & Health

Key Employees of FirstPurpose Wealth

NL
Nathan Larsen
Partner, Consulting Chief Financial Officer
PhoneEmail
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FirstPurpose Wealth Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from FirstPurpose Wealth

Hundreds of professionals searching for FirstPurpose Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JS
Jayce Smith
Email Direct
Tax Associate
United States , Utah , Orem

HW
Hillary Woods
Email Direct
AR Manager and Processing Team Lead
United States , Utah , Orem

CK
Celeste Kennard
Email Direct
Wealth Advisor
United States , Utah , Orem

DN
Daniel Nava
Email Direct
Vice President, Operations
United States , Utah , Orem

CN
Cindy Nelson
Email Direct
Manager, Client Services
United States , Utah , Orem

NP
Norman Perkins
Email Direct
Financial Senior Associate & Advisor
United States , Utah , Orem

RS
Rayma Sanft
Email Direct
Tax Associate
United States , Utah , Orem

TW
Timothy Whipple
Email Direct
Senior Wealth Advisor
United States , Utah , Orem

HD
Haley Durfee
Email Direct
Tax Assistant
United States , Utah , Orem

MP
Marcii Palmer
Email Direct
Client Services Representative
United States , Utah , Orem

SS
Stewart Sheely
Email Direct
Senior Tax Associate
United States , Utah , Orem

KM
Kelby McMullin
Email Direct
Operational Specialist
United States , Utah , Orem

KB
Kenneth Bown
Email Direct
Family Office Wealth Advisor
United States , Utah , Orem

NL
Nathan Larsen
Email Direct
Partner, Consulting Chief Financial Officer
United States , Utah , Orem

TF
Thomas Felt
Email Direct
Tax Associate & Accountant
United States , Utah , Orem

AJ
Annie Johnson
Email Direct
Tax Accountant
United States , Utah , Orem

SD
Sam Deaver
Email Direct
Partner
United States , Utah , Orem

DS
David Sullivan
Email Direct
Partner
United States , Utah , Orem

AS
Alix Scharman
Email Direct
Tax Team Lead Administrator
United States , Utah , Orem

CC
Carmen Crisanto
Email Direct
Client Services Associate
United States , Utah , Orem

Former Employees at FirstPurpose Wealth

Explore people who held key positions, contributed to FirstPurpose Wealth's success, and advanced their careers.

Chase Wall

Staff Accountant at White & Associates

Worked as Tax Administrator

at FirstPurpose Wealth (2024-2024)

Direct

Tairsa Mathews

Assistant Professor at Texas A&M University

Worked as Financial Planning and Analysis Intern

at FirstPurpose Wealth (2022-2023)

Direct

Jared Wood

Financial Analyst at Otter Products

Worked as Financial Planning Intern

at FirstPurpose Wealth (2021-2022)

Direct

Mask Content

Credit Analyst at Altabank

Worked as Paraplanner

at FirstPurpose Wealth (2018-2019)

Direct

Mask Content

Chief Accounting Offic... at DFPG Investments

Worked as Chief Executive Officer & Chief Financial Offi...

at FirstPurpose Wealth (2017-2023)

Direct

Mask Content

Mortage Advisor at Security Home Mortgage

Worked as Advisor

at FirstPurpose Wealth (2011-2017)

Direct

Explore More

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Frequently Asked Questions Regarding FirstPurpose Wealth Employees

How many employees does FirstPurpose Wealth have?

FirstPurpose Wealth has 11-50 employees

Who is the CFO of FirstPurpose Wealth?

FirstPurpose Wealth’s CFO is Nathan Larsen

Who are FirstPurpose Wealth key employees?

Some of FirstPurpose Wealth key employees are Nathan Larsen

Where is FirstPurpose Wealth located?

FirstPurpose Wealth’s headquarters are located at 462 E 800 N, Orem, Utah, 84097, United States

How do I contact FirstPurpose Wealth?

FirstPurpose Wealth Contact Info: Phone number: (801) 221-2939 Website: www.firstpurpose.com

What does FirstPurpose Wealth do?

FirstPurpose Wealth strives to make the right recommendations for the right reasons. FirstPurpose Wealth arent beholden to any investment products. FirstPurpose Wealth helps FirstPurpose Wealth's clients come to understand what enough means for them so they can live a more abundant life. Clarifying your values is an inspirational process. You may f... Read More

Is FirstPurpose Wealth a public company?

FirstPurpose Wealth is private company therefore does not currently have an official ticker symbol

See more information about FirstPurpose Wealth Employees