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

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance


  • CLTC® Certified Long Term Care
  • Federal Securities Registrations: Series 7,66
  • State Securities Registration: IA
  • State of IA Insurance License: Life, Accident, Health, Variable Life and Variable Annuity

Community participation

  • Davis County Dollars for Scholars - Finance Chair 2009 to Present


  • Family
  • Golf
  • Guitar