MEET THE TEAM

436

MARC ROETHEL

PRESIDENT

Bio coming soon!

925

ED KINSEY

MANAGING PARTNER

Bio coming soon!

1304

THOMAS MORGAN

Agent / Planning Team

Thomas Morgan is a dedicated Agent at 5 Wealth Management. As part of our Planning Team, he leverages his expertise to develop personalized wealth management strategies, helping clients achieve their financial goals. Before joining 5 Wealth Management, Thomas spent five years at Zions Bank, where he advanced through roles including Community Banking Account Relationship Officer, managing high-value client portfolios and training new officers. Additionally, he held the position of Branch Relationship Banker and served as a Manager at Teraflex, leading a production team in the manufacturing of aftermarket parts.

Beyond his professional accomplishments, Thomas is deeply committed to community service. He has organized blood drives, prepared meals for the homeless, and participated in various local service initiatives. A former football team captain, Thomas brings a strong sense of discipline, leadership, and teamwork to both his personal and professional endeavors.

During his free time, Thomas enjoys spending quality moments with family and friends, engaging in activities such as golfing, snowboarding, dirt biking, or simply relaxing while watching sports and shows.

926

CHERI EDGINGTON

RELATIONSHIP MANAGER

Bio coming soon!

927

KAMBRIA KINSEY

ONBOARDING RELATIONSHIP MANAGER

Bio coming soon!

928

JEN KINSEY

BACK OFFICE SUPPORT

Bio coming soon!

929

KELLI HOESCH-ROETHEL

EVENT COORDINATOR

Bio coming soon!