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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Helping high net worth clients
pursue their personal and family goals.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Lisa Turner

Private Wealth Advisor


Lisa has been serving her community and communities across the US from coast to coast for more than two decades, establishing herself as a trusted financial advisor. Prior to founding Katella Wealth, she was a partner at Edward Jones, where she held numerous leadership and mentoring roles. Known for her integrity and unwavering commitment to the financial well-being of her clients, Lisa has achieved remarkable success as an advisor and leader.

Lisa brings over two decades of dedicated service to her clients, offering invaluable investment advice to help them achieve their financial aspirations. Lisa's approach to client relationships goes beyond traditional advisory roles. She has a unique talent for cultivating deep connections with her clients, where they evolve into cherished members of her extended family. With Lisa, clients find more than just financial guidance; they find unwavering support, genuine care, and a commitment to their overall well-being. Nobody will take better care of you and your family than Lisa, whose dedication extends far beyond the numbers to ensure her clients' lasting prosperity and happiness. 

With a passion for supporting others, she actively engages in community initiatives, championing women in business, and contributing her time to non-profit organizations like Susan G. Komen, Children and The Earth, and AGC of Utah. As a devoted wife and mother of two children and two dogs, Lisa enjoys spending her free time exploring farmers markets, nature trails, attending festivals, and participating in church activities. 

Holding certifications including Series 7, Series 66, and Series 63, 

Lisa is committed to providing expert guidance and support to her clients.

Valerie Taggart

Director of Client Relations


Valerie Taggart brings over 20 years of exceptional expertise in client relations, honed through her tenure as the Office Manager at Kindig-it Design, where she skillfully managed high-profile clients. She also graced screens as a former TV personality on Motor Trend's hit show, Bitchin' Rides, showcasing her dynamic personality and passion for the automotive world. Some of you may know her as Vintage Valerie.

Along with her skill set comes a deep-seated passion for Real Estate, Valerie channels her love for the industry to better understand and serve her clients' needs. Leveraging her wealth of knowledge and adept client facilitation skills, she eagerly anticipates enhancing the client experience at Katella Wealth Management. With Valerie's unwavering commitment to excellence, clients can expect nothing short of exceptional service. 

Outside of her professional endeavors, Valerie finds fulfillment in her roles as a devoted wife and mother. She is also passionate about giving back to her community through volunteering and empowering women. An avid networker, Valerie enjoys connecting with others and fostering meaningful relationships. In her leisure time, you can find her indulging in her love for music, dance, travel, gardening, baking, and cooking. 

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."