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

Meet Our Team

The Cottonwood Group is a team rooted in the solid and enduring foundation of father-son and mother-daughter relationships. We guide our clients wisely to address the full spectrum of their assets and liabilities by combining multi-generational perspectives with experience working in turbulent markets and environments. Our strength, stability and longevity deliver the steadfast, diligent service that clients expect and deserve.

Thomas Pappas

Managing Director - Investments

Matthew Pappas

Vice President - Investment Officer

Cydnie Callaway

Financial Advisor

 

Lori Rogerson

First Vice President - Investment Officer
Branch Manager

Nicole Sutorius

Assistant Vice President - Investments
Senior Registered Client Associate

Lisa Adamson

Senior Registered Client Associate

 

Our Recognition

Wells Fargo Advisors Premier Advisors | Awarded to Tom Pappas from 2011-2017 and to Matt Pappas from 2017-2018, the Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

2013 NABCAP Premier Advisors | Thomas Pappas, Matthew Pappas, Cydnie Callaway, Lori Rogerson, Nicole Sutorius, and Lisa Adamson

Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost, and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.


Why Wells Fargo Advisors?

Wells Fargo Advisors is one of the largest and most admired financial services firms in the country. Our team has access to industry-leading operational and back office administrative support and a variety of valuable resources are made available to our clients including: access to industry research, the newest technology, and a variety of products and services to meet your needs. 

In addition, Wells Fargo Advisors offers our clients a full-service platform with comprehensive wealth management strategies, including access to lending services, risk management, and trust and estate planning services through Wells Fargo affiliates.

Through Wells Fargo Advisors, we are able offer access to a broad range of products and services:

  • Investment, retirement, and estate planning

  • Stocks, bonds, and mutual funds

  • Asset management accounts

  • Traditional and advisory portfolio management services
  • Access to lending services through Wells Fargo affiliates

  • Insurance and annuities

  • Wealth management services
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