Leadership
Cottonwood Wealth Strategies is a team rooted in the solid and enduring foundation of family relationships. We guide our clients wisely to address the full spectrum of their assets and liabilities by utilizing multi-generational perspectives with experience working in turbulent markets and environments.
THOMAS PAPPAS
President
Remaining steadfast, especially when times are tough, is key to helping our clients achieve their milestones. With over 30 years of industry experience, Tom co-manages the investment portfolios, working hand-in-hand with clients to put all of the pieces of their financial puzzle together. He enjoys spending time with his family and friends, and participating in outdoor activities in the Wasatch mountains and red rocks of St. George, UT. Tom is a proud Westminster College alum and avid supporter of many local charities.
Office: (385) 853-5000
E-mail: thomasp@cottonwoodws.com
MATTHEW PAPPAS
Chief Executive Officer
Matt is always looking to raise the bar. As co-manager of the investment portfolios, Matt is continually searching for new opportunities and ways to mitigate unforeseen risks in the marketplace, which are key components of The Insight FORMula. When he’s not working on his computer-glare tan, Matt enjoys traveling and the outdoors of his hometown of Park City, UT. Whether it’s mountain biking, hiking with his dog, Neala, skiing, or sharing memories with friends and family.
Office: (385) 853-5000
E-mail: matthewp@cottonwoodws.com
LISA PETERSON
Senior Client Service Manager
After 13 years working with the University of Utah, she now heads the firm’s planning and strategy department as the Chief Strategies Officer. Whether you're just starting your financial journey or tweaking your current plan, she's the guru; not to mention she's a blast to be around!
Lisa resides in beautiful Sandy, UT with her husband Matthew and their two dogs Oz and Charlie. When she’s not working, Lisa enjoys spending time with her husband and two adult daughters: Taylor and Lexi. She also loves traveling to new places and all things outdoors! A self-proclaimed bookworm, you can often find her, in her spare time, with her head in a book.
Office: (385) 853-5002
E-mail: lisap@cottonwoodws.com
JENNIFER EMERY
Senior Client Service Manager
Jennifer, our newest Client Service Manager, brings over 11 years of experience in top-notch support and operational assistance. Not only will she help elevate the client-experience, but she also brings her wonderful personality and fun spirit to the CWS family.
Jennifer enjoys traveling with her husband and two daughters: Chloe and Paisley. She also loves HIGH Fitness classes, hiking, biking and anything else active!
Office: (385) 853-5004
E-mail: jennifere@cottonwoodws.com
AMY KONDRIS
Client Associate
As the newest member of the CWS team, Amy brings a wealth of experience in office management and client services. Known for her attention to detail, Amy makes sure systems run smoothly and efficiently for clients; she’s a wonderful addition to the team.
Outside of work, you can find her spending time with her husband, 4 kids and their dog Hagrid, playing board games, or curled up in a warm blanket watching one of her favorite shows. Amy also loves to craft, her motto is “why buy it when I can make it.”
Office: (385) 853-5007
E-mail: amyk@cottonwoodws.com