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.

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2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

  • Bachelors Accounting Degree, New Mexico State University, Las Cruces, NM

Awards & recognition

  • Elevate Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2026
  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2024, 2025

Previous experience

  • Intern, Elevate Private Wealth Advisors, Sandy, UT, 2021

Honored to receive recognition

All of us at Elevate Private Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Elevate Private Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

Leader/Advisor/Teacher for the youth in Church Congregation

Interests

· Sports – Massive Chicago White Sox Fan

· Reading and learning (only non-fiction books)

· Traveling with my wife, Amanda

· Outdoor activities – hunting, paddle boarding, hiking.

· Exercise – mostly weights

· Pizza and burgers – love pizzeria and burger hopping

· Hanging out with my family (oldest of 4children – 2 brothers and 1 sister with 2 amazing parents)

· Watching TV Shows with my wife every night after work – preferably The Office or Friends

My photos

2 albums
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