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

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA Bachelor of Arts, Economics, University of Utah, Salt Lake City, UT
  • BA Bachelor of Arts, Music, University of Utah, Salt Lake City, UT

Awards & recognition

  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2023

Community participation

Youth Advisor - Church of Jesus Christ of Latter-Day Saints

Interests

  • Spending time with my wife and children
  • Singing and playing the piano
  • Reading and learning
  • Church service
  • Skiing, hiking, and playing basketball
  • Travelling throughout the US and Europe