Our Team: Your Trusted Advisors

Alan has over 40 years of investment management experience. After earning his Finance and MBA degrees from the University of Utah, Alan began his career as a Private Investment Manager for the owners of Hallmark Cards, Inc. in Kansas City, Missouri. He later served as Chief Investment Officer of the Tracy Collins Trust Company in Salt Lake City, a Vice President of Smoot, Miller, Cheney & Co. and a founding partner of Tingey Advisors, Inc., and recently formed a new firm, Tingey Financial Group, Inc. where he directs all research and investment management for client portfolios. A past president of the Salt Lake City Society of Financial Analysts, Alan has earned the Chartered Financial Analyst (CFA) designation. He is married and the father of eight children.

Steve brings four decades of experience in business analysis and valuation for investment purposes. Over his 24 years on Wall Street’s buy-side, he gained a rare breadth of expertise, serving as an industry analyst across all economic sectors. This deep, cross-industry perspective has enabled him to build successful investment portfolios and provide strategic guidance to business owners on wealth management, exit planning, and M&A transactions.

Steve held key leadership roles at WM Advisors, a prominent mutual fund company based in Seattle, WA. As Head of Equities, Director of Research, and Senior Portfolio Manager, he managed all investment operations for $12 billion in assets. He also personally conducted research, analysis, and investment decisions for over $7 billion in mutual fund assets. Before entering the mutual fund industry, he was a principal at Smoot, Miller, Cheney & Co., an investment advisory firm in Salt Lake City, UT, overseeing ERISA, Taft-Hartley, institutional, and high-net-worth portfolios.

For the past 15 years, Steve has served as a Managing Director at ACT Capital Advisors, a national investment bank specializing in middle-market, privately held companies.

He holds a B.S. in Business Management/Finance and an MBA from the Marriott School of Management at Brigham Young University. He also holds the Chartered Financial Analyst (CFA) from the CFA Institute. Steve is married and the father of three children.

Greg Tingey is the Director of Financial Planning at Tingey Financial Group, bringing over a decade of experience in the financial industry. He began his career with Fidelity Investments in Salt Lake City, where he advanced through multiple roles, most recently serving as a Financial Consultant delivering personalized advice and tailored investment strategies. Greg is a Certified Financial Planner® and holds both a bachelor’s degree in Finance and an MBA from the University of Utah. Based in East Millcreek, Utah, he is a dedicated husband and father of five. Greg’s planning philosophy centers on trust, transparency, and empowering clients through education, ensuring they achieve financial confidence and lasting success.

Angela attended both the University of California, Berkeley and the University of Utah, receiving a Bachelor’s in Management and an MBA from the University of Utah. Her varied career has included sales & marketing for Murdock Travel, producing large events such as the Utah Book Fair and Deseret Book’s Time Out for Women, teaching high school Financial Literacy classes, and developing and teaching curriculum for a high school service learning program. Most recently she has been drawn back to the world of finance as a client specialist at Tingey Advisors. Angela is married and has 4 children.