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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • University of Utah, BS in Finance

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2020,2021,2022,2023
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2021

Previous experience

  • Stifel, Nicolaus & Company, 2010-2019
  • Wells Fargo Advisors, 2003-2010
  • Prudential Securities, 2000-2003
  • Dain Rauscher Incorporated, 1998-2000

Community participation

I volunteer within the community that has anything to do with children. My most devoted organization is called First Tee. This is a youth development organization that enables kids to build the strength of character that empowers them through a lifetime of new challenges. By seamlessly integrating the game of golf with a life skills curriculum, create active learning experiences that build inner strength, self-confidence, and resilience that kids can carry to everything they do. Building Game Changers through the junior golf programs offered.

Interests

I enjoy spending quality time with wife Mini, my children J.D, Alex, Kate, and Annie Jo and our three dogs (Metz, Copper and Cippino). I also enjoy skiing the beautiful resorts in Lake Tahoe and playing golf in my spare time.

My photos

5 albums
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