Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies

Education

  • University of Utah - Bachelor's of Science, Ecomonics
  • University of Utah - Bachelor's of Science, Politcal Science

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Vice President, Wells Fargo Advisor's Financial Network, Salt Lake City, Ut, 2013-2020
  • Financial Advisor, RBC Capital Markets, LLC, Salt Lake City, UT, 2009-2013
  • Fianacial Advisor, Wachovia Securites, LLC, Salt Lake City, UT, 2003-2009
  • Financial Advisor, Prudential Securities Incorporated, Salt Lake City, UT, 1999-2003
  • Financial Advisor, Network Captial Corporation, Salt Lake City, UT, 1998-1999

Community participation

I am a “Big Brother” with Big Brothers Big Sisters of Utah. I mentor at-risk high school kids in order for them to prepare for college and life.

  • Big Brother's Big Sister's of Utah

Interests

I spend my free time with my wife and 4 daughters. We enjoy traveling, boating and skiing. I also like to hike the nearby trails and mountains. I enjoy being a mentor with the Big Brothers Big Sisters of Utah.

My photos

2 albums
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