Cesily Tippetts

COMPLIANCE & OPERATIONS ASSOCIATE

Cesily received her Bachelor of Music degree from the University of Utah and spent the subsequent twenty years mentoring her best team members full time—her four children. She has an innate knack for data analysis and helped implement Valued Wealth’s first in-house asset management and trading system. She managed a team and established decision sets to bring clients individually from the legacy to the current platform. She also helps manage client portfolios on an ongoing basis by recommending trades within risk tolerance, liquid capital, tax optimization, and other parameters. When she is not in the office, you will find Cesily enjoying a walk, reading, and spending time with wonderful family—her beloved husband, four children, and two dogs.