Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Investments
  • Domestic Partner Planning
  • Tax Planning Strategies

Education

  • St. Johns University, BA Business Administration
  • University of St. Thomas, Masters of Business Administration

Community participation

    • Days of Yore volunteer
    • Ducks Unlimited member for 30 years
    • Lay Ministry volunteer
    • Past Financial Planning Association of Utah Board member
    • Knights of Columbus member

Interests

  • Golfing
  • Hiking
  • Enjoying winter at all the great Utah ski resorts
  • Feeding the birds and other wildlife in my backyard
  • Woodworking
  • Gardening
  • Fishing

My photos

1 albums
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