Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Exam: General Securities Representative Exam
  • Series 63 Exam : The Uniform Securities Agent State Law Examination
  • Series 65 Exam: Uniform Investment Adviser Law Examination
  • SIE Exam: Securities Industry Essentials Examination
  • UT Life Accident & Health, Life, Variable Contracts Producer Exam
  • CA Life Insurance #0M45630 Life, Accident or Health, Variable Life & Annuity

Education

  • Heartnell College - Communications

Interests

    My favorite thing to do is spend time with my wife Staci, two daughters and son. I enjoy spending time outdoors and taking advantage of Utah's beautiful changing seasons. Some of my favorite hobbies include, golfing, Texas hold'em poker, concerts, music festivals and shooting guns(clay pigeon's, targets, etc.) . I love to support local famers and artists at Farmers markets & arts festivals. I enjoy watching movies & documentaries and reading self help and inspirational books. I am big into healthy living and healthy eating and try to share information and knowledge with family, friends and co-workers.