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

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 General Securities Representative
  • Series 6 Investment Company Products/Variable Contract Limited Representative
  • Series 63 Uniform Securities Agent
  • Series 66 NASAA Uniform Combined State Law

Education

  • Bachelors Degree, Economics, Utah State University, Logan, Utah

Interests

Enjoying life's journey with my wife Amy. I am a lucky man to have her as my better half, and she has been extremely supportive through the years as I have built my business.

Spending time with my family! As the father of four girls I am hopelessly outnumbered, but there is nothing better than having eight little arms welcome me home after a long day.

We spend a lot of our time together outdoors, and our favorite activities are riding bikes, hiking, camping and skiing. Excursions that do NOT involve me being rescued from a mountain are preferable.

Attending sporting events at USU, particularly football and basketball. Go Aggies!

Community participation

CACHE VALLLEY ROTARY CLUB- Participating member for the last seven years, serving as President Elect in 2019. We do fundraising and provide hands on support for many local and global communities:

  • Food Drive for local Food Pantry
  • Helping with clean water projects
  • Literacy Awareness events
  • Building homes for the needy in Mexico

CHURCH SERVICE- As a Christian, I am more than happy to volunteer my service as requested by my church leaders, to my fellow congregants, and anyone around me who stands in need of help.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Edward Jones Investments, Financial Advisor, 2006-2018