Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS Social Behaviorial Science and Health, University of Utah
  • BS Sociology, University of Utah

Awards & recognition

  • Gardner Financial Group, Ameriprise Client Experience Award, 2023

Professional associations

  • Business Network International

Previous experience

  • Financial Advisor, Ameriprise Financial Services, LLC, 2006 - Present, Midvale, UT
  • Financial Advisor, Wachovia Securities, 1999 - 2006, LLC, Salt Lake City, UT
  • Financial Advisor, Piper Jaffray, 1995 - 1999 , Provo, UT

Community participation

Hero of Hope American Cancer Society

Board Member, American Cancer Society

Interests

ATV riding, cooking, BBQ's and shooting