Our team shares one mission: to deliver life-changing value for our clients. Each member brings deep expertise in investment management, tax strategy, estate planning, and discretionary trading. But what truly sets us apart is our unwavering commitment to putting clients first in all we do.
Chase’s mission statement:“In order to enable my family and friends to live the life of their dreams, we will use our intellect and steadfastness to create financial freedom as their trusted advisor for life.”
Chase Thomas has been trading stock for the past 20 years. Chase began his career in the financial industry at Fidelity Investments. After three years as a Retirement Relationship Manager, overseeing a half billion of 401(k) assets, Chase achieved his Certified Financial Planner mark and went independent.
A Utah native from Park City and BYU graduate, Chase enjoys skiing, trail running, rock climbing, and the arts with his wife and son.
Aimee Spencer is a senior leader at Alpha Wealth Funds, bringing a strong background in operations, compliance and advisor support to the firm.
She grew up in Utah and earned her degree in Music Education from Utah State University, beginning her career as an educator before transitioning into financial services. Aimee joined Fidelity Investments to start her finance career, where she held roles across client service, licensing and leadership, gaining broad experience in regulatory standards, firm operations and advisor development.
In early 2025, Aimee joined Alpha Wealth Funds, where she plays a key role in strengthening the firm’s compliance infrastructure, internal processes and long-term growth strategy.
Outside of work, Aimee enjoys spending time with her husband and two children, exploring Utah’s outdoors, rock climbing as a family, and attending concerts or theater performances.
Morgan has been intimately involved in the development of Alpha Wealth Funds since her husband Chase partnered with the founder, Harvey Sax in 2018. As business grew, Morgan shifted from behind the scenes assistance to a more active role in the administration of Alpha Wealth Funds. Morgan Thomas serves as the Executive Assistant at Alpha Wealth Funds, providing high-level operational and client support to firm leadership, and operating as Chase Thomas's personal in-office assistant. Having worked alongside Chase since he joined the firm, Morgan is Chase’s trusted partner and an integral extension of the executive team.
As a personal and executive assistant Morgan brings a creative perspective shaped by her background in art history and curatorial work. She holds a Bachelor of Arts in Art History from Brigham Young University, which reflects her appreciation for detail, structure, and thoughtful design—qualities that constantly carry through into her work. Morgan plays a key role in ownership-level back-office operations, coordinating internal workflows, supporting strategic initiatives, and helping ensure seamless communication across the firm. She regularly interfaces with clients, facilitating scheduling, follow-ups, and ongoing service needs to help maintain the high-touch experience Alpha Wealth Funds is known for.
Outside of the office, Morgan homeschools her four children, facilitates all the extra curriculars her kids participate in (Mom Taxi!), reads more books than makes sense to most people (when does she sleep??), loves board games, rock climbing, all things fantasy, and anything in the great outdoors!
Harvey Sax worked in sales and investment banking at Bear Stearns, Paine Webber, and Oppenheimer Co. In addition to his financial acumen, Sax is recognized as a pioneer in the technology field. He started one of the first internet companies in 1994, bringing HomeCom Communications public in 1997 through a fully underwritten offering with Ladenburg Thallman. HomeCom is credited for the first web presence of numerous Fortune 100 companies. Mr. Sax has been managing The Insiders Fund, LP since 2010. Having sat at most seats at the investment table, Mr. Sax’s view is uniquely shaped by his 360 degree perspective.
Mr. Sax holds a B.A. from Emory University and a Masters of Security Analysis and Portfolio Management (MSAPM) Creighton University. He likes shredding the greatest snow on earth and the S&P 500 based in Park City, Utah.
Jayden is an enthusiastic and dedicated investment advisor at Alpha Wealth Funds and graduated with his M.S. in Accounting from Weber State University in early 2025, pursuing his CPA license. Specializing in tax strategies, portfolio management, and personalized financial planning, Jayden brings an expert, analytical approach to wealth building and preservation, perfectly aligning with the innovative strategies and client-focused culture at Alpha Wealth Funds.
Before joining Alpha Wealth Funds full time, Jayden gained unique experience through his work in private equity accounting and his internship with The Insiders Fund portfolio manager Harvey Sax, where he honed his analytical and advisory skills across various financial scenarios. This hands-on training enhanced his ability to deliver tailored investment solutions that drive financial independence for clients.
In his personal life, Jayden is passionate about outdoor adventures like snowmobiling, golfing, and camping, and cherishes time with his wife and young children. These pursuits not only fuel his personal growth but also infuse his professional role with enthusiasm, resilience, and a family-oriented perspective. He is a firm believer in our mission of always adding value to our clients’ lives, and is always eager to connect with colleagues, fostering a collaborative and successful work environment.
Jenny began her career at 16 as an accounting clerk and quickly realized her love and talent for working with numbers. Jenny transitioned into the Financial Industry in 2015 when she accepted a position at Fidelity Investments. Tapping into her love of people and puzzles, she was able to fulfill her deep desire to help others in a way she unable to in the accounting industry. Jenny excelled in sales and financial matters.
She has a Bachelor of Science degree in Business Management and is currently working toward her Certified Financial Planning. A Park City native, Jenny Bober recently moved to Brigham City with her husband and three beautiful children, ages 15, 13 and 4. They love to spend their time traveling, enjoying the outdoors, and playing board games as a family. According to Jenny there is no place on earth better than the beach, and she and her husband look forward to spending their golden years with their toes in the sand.
Preston is an enthusiastic and dedicated Investment Adviser at Alpha Wealth Funds who supports the portfolio management team through research, risk analysis, and trade implementation. He approaches the markets as both a craft and a constant pursuit, regularly identifying gaps in his own understanding and studying deeply to refine how he evaluates risk, structure, and finding new opportunities.
Preston earned his B.S. in Finance from Utah Valley University and is completing his M.S. in Finance at the University of Colorado Boulder (expected 2026) with an institutional-style focus on investment management, portfolio construction, derivatives, and risk analytics. Prior to joining Alpha Wealth Funds full time, he gained internship experience working with a fund-of-funds as an analyst, where he focused on operational due diligence and evaluating alternative managers and strategies across multiple asset classes. At UVU, he also helped lead the student-managed Wolverine Venture Capital Fund, and served as the primary contact for VC relationships and deal flow as well as supporting investment diligence. After graduate school, Preston plans to pursue his CFA Charter to further strengthen his technical and analytical foundation.
Outside of work, Preston enjoys skiing, reading, and spending time with his wife, Meg, their two children, and their dog.
Karyn brings a blend of entrepreneurial and strategic experience to her work with business owners. Before becoming a financial advisor, she spent more than a decade as a product manager, including serving as the first employee at a software startup. She later went on to found three small businesses, successfully exiting one and continuing to operate the others. This firsthand experience gives her a deep understanding of the real-world challenges business owners face as they grow, scale, and protect their wealth.
At Alpha Wealth Funds, Karyn is driven by a simple mission: helping clients retire earlier, preserve wealth across generations, and achieve their goals sooner than they ever thought possible.
Karyn is currently pursuing an MBA with a focus on Entrepreneurship and Mergers & Acquisitions, and she is also working toward her Certified Financial Planner™ (CFP®) certification—further strengthening her ability to guide clients through complex financial and business decisions.
Outside of work, Karyn enjoys skiing, rock climbing, hiking, and mountain biking.
Kody began his career in the private equity and venture capital backed startup world, where he spent over a decade working at the intersection of finance, technology, and growth. During that time, he helped early-stage companies raise more than $100 million in funding while building financial models and supporting leadership teams through periods of rapid expansion. He joined Alpha Wealth Funds in 2025 to focus on a more personal and impactful way of doing business, helping real people navigate their financial lives with institutional-level expertise.
Kody earned dual bachelor’s degrees in Finance and Entrepreneurship from the University of Utah. Originally from San Diego, he later spent time in Utah before settling in Chicago.
Now based in Chicago, Kody and his husband Cameron, a fellow Alpha Wealth advisor, manage their book of business together, offering clients a collaborative, team-based approach that blends Cameron’s corporate finance background with Kody’s experience in private equity, venture capital, and fintech. Outside of work, Kody enjoys traveling, playing the piano, and tending to his indoor plants.
Cameron began his career in the corporate banking industry, where he spent 15 years honing his expertise in financial analysis and industry standards. While his time in the corporate world provided a deep foundation in finance, Cameron joined Alpha Wealth Funds in 2025 to return to a more personal, impactful way of doing business. He thrives on the opportunity to help real people navigate their financial lives with the same level of expertise usually reserved for corporate entities.
Like many on the Alpha Wealth team, Cameron’s roots are in Park City, Utah. He attended Brigham Young University, where he studied Business Management. In addition to his business acumen, Cameron’s background in ballroom dance gives him a unique perspective on the balance and rhythm required for long-term financial success.
Now based in Chicago, Cameron and his husband Kody, a fellow Alpha Wealth advisor, enjoy a lifestyle centered on growth and exploration. Whether he is tending to his garden, traveling to new destinations, or seeking out a new adventure, Cameron brings the same energy and curiosity to his personal life as he does to his clients' portfolios.
Dominic Ross brings 5 years of financial industry experience across relationship development, retirement and wealth solutions, and investment operations. His background spans high-volume outreach and consultative conversations through to the operational execution that ensures a smooth client experience—account onboarding, service coordination, money movement, and complex investment workflows. That combination allows Dominic to help institutional partners move confidently from interest and due diligence to implementation.
At Alpha Wealth Funds, Dominic supports institutional and RIA partnerships by strengthening relationships, improving the partner experience, and helping make access to Alpha’s strategies operationally seamless.
Dominic earned a Bachelor of Science from Brigham Young University–Idaho, with a minor in Music. He is based in the Dallas–Fort Worth area, where he lives with his wife, Jillian, and their 8-year-old Australian Shepherd, Maisy. Outside of work, Dominic enjoys supporting live music in the area, discovering the next great restaurant, and spending time with friends and family.
With a diverse background spanning real estate, wellness, and business management, I bring a unique perspective to the financial services industry. As a licensed Real Estate Agent, I possess a deep understanding of high-value transactions and market dynamics, and an unwavering commitment to detail and personalized client care.
Outside of my professional endeavors, I am a devoted family woman. I reside in Brigham City, Utah, with my husband and our four amazing children. We share a passion for exploring new places and making memories together, which keeps me motivated to help other families achieve the financial stability they need to enjoy their own adventures.
Travis Alston brings a background in technical writing, knowledge management, and cross-functional project coordination, with experience supporting complex systems, software workflows, and operational initiatives. His work has ranged from developing structured documentation for engineering and software teams to leading large-scale knowledge base projects and internal process improvements. That combination allows Travis to approach projects with clarity, organization, and a focus on execution.
At Alpha Wealth Funds, Travis supports advisors and firm leadership across a range of strategic initiatives, including marketing content development, compliance documentation, event planning, and internal process improvement. His role is centered on helping the firm operate efficiently and ensuring projects are carried through from concept to completion.
Travis earned a Bachelor of Arts in History from Utah Valley University and a certificate in Full Stack Web Development from the University of Utah. Outside of work, Travis enjoys reading Fantasy and Sci-Fi novels, cooking, and going on adventures with his family.
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