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
1
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 University, Las Cruces, NM

Awards & recognition

  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2024

Previous experience

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

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
close