My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Planning for 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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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