Devin Lundgreen is a Relationship Manager at Wasatch Wealth. His emphasis is providing wealth management solutions to business owners and successful families in the Wasatch Area. Adding his expertise, he will be helping our clients address their five biggest concerns: preserving wealth, mitigating taxes, taking care of family, protecting assets and charitable giving.
Devin has spent the last six years in the financial services industry, serving in several roles at State Farm and Wells Fargo. He concentrates on building relationships with affluent business owners and helping families create a focused and defined financial plan. His strengths include the ability to ask the right questions to assess needs and meeting with his clients face to face. He is currently a Notary Public and holds Property/Casualty, Life, Accident and Health insurance licenses to which he will be working on adding the Series 7 and 66 designations.
Devin grew up in Hurricane, Utah. After graduating from Hurricane High School, he served an LDS mission in Ventura, California from 2007 - 2009. He arrived home in 2009 and married his wife, Sarah, whom he met shortly before leaving for California. They have three children who continue to brighten his world each and every day. Devin's passions include spending time with his family, watching movies, bike riding, public speaking and serving in his community.
Phone: +801 295-7373 ext. 4