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

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Investment Management
  • Family Finances
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 7 License
  • Series 66 License
  • Life and Health Insurance


  • BS in Business Finance - University of Phoenix

Previous experience

  • Financial Advisor - Edward Jones, Riverton, UT, 2012-2019
  • Business Training Consultant - Wells Fargo Bank, 2006-2012

Community participation

I volunteer as a coach at Cottonwood High School and pass my javelin throwing skills and knowledge to the next generation.


I love looking for new activities to do with my kids and taking full advantage of all four seasons. Some family favorites are sledding, swimming and hanging hammocks during our picnics.

As a lover of food I generally always prefer finding and trying to make good food myself. The holiday season is especially fun and dangerous because of all the food and treats I want to make.
I have gotten into woodworking on a small scale. It's an excuse to pick up some new tools and gadgets every once in a while and also to customize things to exactly what I want. I have a running list of things I want to build.