Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Investments
  • Domestic Partner Planning
  • Tax Planning Strategies
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

Interests

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

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