My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Insurance
  • Charitable Giving Strategies

Education

  • BS Business Management, Entrepreneur Emphasis, Utah Valley University, 2010, Orem, Utah
  • Associates of Business, Ensign College, 2008, Salt Lake City, Utah

Awards & recognition

  • Elevate Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2026
  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2023, 2024, 2025
  • Ameriprise Circle of Success, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025

Honored to receive recognition

All of us at Elevate Private Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Elevate Private Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

  • I have been a Rotarian since 2011 and have served as secretary, youth committee chair, and president of the South Valley Rotary Club, which represents my home town of Bluffdale, Utah and its surrounding cities.
  • I am regularly found in my home town of Bluffdale, Utah as I am involved in many community services, activities, and events.

Interests

  • Amber & I love raising our 5 boys and enjoy experiencing the many moments as they grow
  • We value the principle of service through my membership in Rotary and as our local unit's Scout Master
  • With 5 boys -we love spending time in the outdoors hiking, camping, skiing, and fly fishing
  • We love to travel both domestically and abroad to see historical landmarks and to enjoy various amusement parks
  • We love to observe and participate in the performing arts including musical theatre, vocal and piano performances
  • We are loyal Utah Jazz fans who rarely miss a game -thank goodness for DVR!

My photos

3 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations for retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.