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.

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6
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
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Graduated with a BS in Finance from Idaho State University; Pocatello, Idaho in 2014

Awards & recognition

  • Bright Star Financial Advisors, Ameriprise Client Experience Award, 2024

Previous experience

  • Financial Advisor, LPL Financial LLC, Pocatello, ID, 2019-2023

Honored to receive recognition

All of us at Bright Star Financial 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 Bright Star Financial team and the great experience we work so hard to provide for our clients every day.

Community participation

Here in 2025, I am volunteering on the Middle School Science Adoption Committee for School District 25. This committee is responsible reviewing and developing the recommendation for the new integrated science curriculum that district will be implementing next year.

Interests

For the past 13 years I have had the honor of being father to my one and only child, Sawyer, and husband to my beautiful wife Stephanie. As a family we enjoy hiking the many trails that surround our beautiful city, Pocatello, and camping when possible. We also love ourselves a fun board game night with other family and friends. We also enjoy going and watching our favorite Utah Jazz and San Francisco 49ers.I enjoy expanding on my gardening skills, hunting and fishing, love to read, and just picked up the hobby of miniature painting. All of which take hard work, patience, and dedication to continuously grow and develop.