Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Weston Adams
Partner, HA Wealth Advisors
Weston W. Adams was born and raised in Cedar City, Utah where he graduated from Canyon View High School. Upon graduation he spent one year traveling the state and country as the Utah FFA Association Vice President where he learned and practiced crucial leadership and interpersonal skills. Weston has been heavily involved in the agriculture and local communities in Southern Utah throughout his life. He plans to stay here close to family and dig his roots in deeper right here in Iron County.
Weston has his bachelors in Finance and Marketing from Southern Utah University where he will graduated in 2022. He is also fluent in multiple Filipino languages including Tagalog and Cebuano he has also studied Spanish. He and his wife Brooke continue to live here in Cedar City. Weston is a licensed financial advisor on our team. He is also licensed to sell Life and Health Insurance. He specializes in retirement and income planning for his clients. Weston enjoys being outdoors, some of his hobbies include; watersports, hiking, horseback riding, four-wheelers, and golf.
David Harris
Partner, HA Wealth Advisors
David Harris received his BA degree from Brigham Young University, and a MBA degree from Thunderbird, The American Graduate School of International Management. Mr. Harris worked for several years with the Franklin Covey Company, where he was invovled in marketing, custom training coordination, and intranet development and management. Mr. Harris also worked with Raytheon Corporation’s aircraft division with the Human Resources team and has experience in other sales and marketing positions.
Mr. Harris’s studies have centered on Finance, as well as Asian culture and languages. Major projects have included evaluation of the telecommunications infrastructure in Singapore, an analysis of the Asian currency crisis of 1997, and study of the worldwide automotive industry. He is fluent in Japanese and has also studied Mandarin Chinese. Dave enjoys spending time with his wife, Heather, and their six children. He also enjoys music and is the drummer for the band “Spilbeedog.”
Jon Albrethsen
Partner, HA Wealth Advisors
Jon Albrethsen is a native Utahan born in Pleasant Grove, Utah. He graduated from Brigham Young University of Idaho with a degree in Finance and a minor in Business Analytics. During his time at school, he found a passion for wealth management through his upper-level course work helping friends and family by sharing what he had learned. During his senior year, he found HA Wealth Advisors through an internship and moved to Cedar City, Utah to work with David Harris and Weston Adams. After the internship, David and Weston offered an opportunity to join their team as a Financial Advisor in Lehi, Utah. After experiencing the level of service and dedication that they showed their clients and wanting to provide the same degree of care to his community the choice was easy. In addition to his professional journey, Jon’s values as a financial advisor are anchored in transparency, trust, and client empowerment. He understands that navigating the complex world of finance can be daunting, and his mission is to demystify it for his clients. With a deep commitment to building long-term relationships, he prioritizes open communication and collaboration. Outside the world of finance, he is married and has 2 daughters, enjoys spending time hiking and exploring the trails of the Wasatch, working on cars, and learning anything about helicopters.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.