Advisor profile


Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Life Insurance

Education

  • Bachelors of Science, Southern Utah University

Previous experience

  • First Vice President, UBS Financial Services Inc., 2007-2020
  • Citi Group Global Markets, 1993-2007
  • Lehman Brothers Inc., 1988-1993
  • E.F. Hutton & Company Inc, 1982-1988