Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, 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, I can help you feel confident, connected and always in control of your financial life.

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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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.

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

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