Hoyt S. Robey, ChFC® CLU® CFF®
Hoyt Robey is the Founder and Principal of Personal Economics Financial Group. With over 30 years of professional financial planning, investment, and insurance services, he brings a wealth of knowledge and experience to our clients and firm.
He holds three professional designations: Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Fiduciary.
He is an avid outdoorsman, bicyclist, actively involved in Church volunteer work, and enjoys time with his wife, 5 children, and 10 (and counting) grandchildren.
Jaksen Miller, Paraplanner
Jaksen is enthusiastic about helping clients comfortably begin their experience with Personal Economics Financial Group by staying attentive to each client’s specific situation. He assists with research and plan development.
He is currently attending Salt Lake Community College and is also working toward earning his Series 65 Financial License.
He enjoys being outdoors, spending time with family and friends, and making pottery.
Adrienne McDaniel, Office Manager
Adrienne provides excellent client and staff support while managing the day-to-day functions of the office. She coordinates client and marketing events, newsletters and other materials providing helpful information and communication to our valued clients. She has more than 15 years of client relations experience and is meticulous in her attention to detail.
Outside the office she enjoys her three grandchildren, baking, and cross-stitching.
Kurt Brown, CEO / Chief Investment Officer
As CEO and Chief Investment Officer, Kurt has led TownSquare to be among the fastest growing OCIO / TAMP programs in the industry. Launched in 2017, TownSquare oversees $5.0 billion of institutional and high-net-worth AUM. Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 30 years of both buy and sell-side capital markets experience, Kurt has managed portfolios for Fortune 500 companies, hedge funds, university endowments, Taft Hartley plans, bank trust portfolios, and individual retirement accounts.
Prior to forming TownSquare, Kurt was a principal at Alta Capital, a high-quality growth equity manager based in the mountain states, and Bank of America / Montgomery Securities, where he advised institutional clients on trading and risk management issues including the divestiture and hedging of concentrated equity positions and the creation of structured product. In addition to his investment work, Kurt is frequently called upon to speak at investment conferences, universities, and CPA and Estate Planning conferences. Topics include capital markets inefficiencies and conflicts of interest associated with investment products and brokerage firms. Kurt studied Finance and Economics at Brigham Young University where he currently serves as an adjunct professor and board member of The Ballard Center for Economic Self Reliance.
Chris Hedquist, CFA, CFP®
Senior Portfolio Strategist
As Senior Portfolio Strategist at TownSquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. He is also a member of the TownSquare Capital investment committee. Chris has been a registered representative and investment adviser since 1992 and has been a General Securities Principal since 2003. Chris also holds the Chartered Financial Analyst (CFA) and CFP® designations.
After graduating from Brigham Young University in Business Management & Finance, Chris began his career as a financial advisor working for Shearson Lehman Brothers and Merrill Lynch. During the past 29 years, Chris has also worked for a number of other wealth management firms where he focused on advising financial advisors and their clients on portfolio construction, investment selection, and wealth management.
Monica Sonnier, CFA
Head of Fixed Income
Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving their institutional fixed income clients with portfolio strategy development as well as development of the firm’s platform, including an online portfolio management system. Prior to that, she was the Chief Investment Officer for a banker’s bank and managed the Investment Division for the bank. She managed investment portfolios for banks, provided consulting services in investments and ALM, ran the bank’s ALM reporting service bureau and managed the operational area supporting safekeeping, trading and portfolio accounting services. Monica also spent eight years as the portfolio manager and funding manager at a large regional bank, managing a portfolio of over $2 billion in Government, Agency, Municipal, Corporate, Mortgage-Backed and Money Market securities.
She began her career in public accounting with a CPA firm, specializing in audits of financial institutions. Monica is currently on the AICPA’s National Financial Literacy Commission, was recently on the Board of Directors of the AICPA, and has chaired the Investment Committee of the Institute. Monica studied Accounting at Louisiana State University and later obtained her CFA certification. She is also licensed in series 7, 24, 28, 63, and 65.
Joshua specializes in fixed income analysis and management with over 7 years of experience in credit analysis. He is also a member of the investment committee. Prior to joining, Joshua worked at Ensign Peak Advisors as a credit research analyst with global coverage of Financial Institutions, REITs, and Healthcare industries, and as a portfolio manager.
Joshua began his career at Goldman Sachs as a credit research analyst with coverage of Central Counterparties (CCPs), Financial Institutions, and Oil and Gas industries in Central Eastern Europe, the Middle East, and Africa. He currently serves as the President of the CFA Society Salt Lake and Vice President of the Salt Lake Chapter of the BYU Management Society. Joshua is a CFA charterholder and graduated from Brigham Young University with a double major in Finance and Russian.