Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
39
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 Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies

Education

  • Bachelor of Science in Social and Behavioral Science, University of Utah

Awards & recognition

  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2023

Community participation

  • My wife and I have served as Inner City Project Service Missionaries, helping those who are less fortunate.
  • I have served for twenty-five years in the Boy Scouts of America in the Great Salt Lake Council.
  • We are emergency preparedness volunteers for our community.

Interests

  • We have 5 children and 13 grandchildren and enjoy spending quality time with them.
  • We love travelling, especially to Yellowstone, as well as visiting festivals and museums in our local community.
  • Cooking and eating good food with friends is one of our favorite activities.
  • In our spare time we enjoy watching old movies together, with popcorn of course!