CONNECT

Address:

6550 S. Millrock Drive, Suite 50
Holladay, UT 84121

Phone:

801-733-4443,Toll Free: 1-866-570-4865

Fax/Other:

801-943-0893

Thomas J PappasThomas J. Pappas
Managing Director, Investments
Tom has over 30 years of industry experience and is The Cottonwood Group of Wells Fargo Advisors’ founder and senior portfolio specialist. His experience includes fixed income analysis and investment portfolio optimization. Tom earned a bachelor’s degree in finance and economics from Westminster College in Salt lake City, UT.

Matthew D PappasMatthew D. Pappas
Associate Vice President, Investment Officer
Matt leads new business development for The Cottonwood Group and specializes in select wealth management strategies. His focus is on delivering tailored solutions to clients and growing the practice through new ventures and opportunities. Matt earned a bachelor’s degree in finance and economics from Santa Clara University in Santa Clara, CA.

Nicole NobleNicole Noble
Senior Registered Client Associate
Nicole compliments our team with her dedication to client satisfaction and 15 years of industry experience. She focuses on growing and maintaining the Cottonwood Group’s optimal client service platform. Nicole earned a Bachelor’s degree in finance from the University of Utah in Salt Lake City, UT.

Lori RogersonLori Rogerson
Vice President
Branch Manager

Lori has over 35 years of industry experience and specializes in operational management and client retention services. Her focus on team management helps ensure our group consistently upholds meaningful client service. She serves on the Planned Gifts Committee at Primary Children’s Medical Center.

Cydnie CallawayCydnie Callaway
Financial Advisor
Cydnie co-leads new business development with a specialty in investment planning services, managed account implementation and portfolio reviews. Cydnie has over 15 years of industry experience, and with her help the Cottonwood Group strives to provide clientele with the best products and services available to fit their specific needs. Cydnie also serves on the Planned Gifts Committee at Primary Children’s Hospital and on the board of the Ronald McDonald Southern Utah Advisory Board.

The Cottonwood Group is also affiliated with the Utah Food Bank.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals