Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Investments
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • LUTCF Life Underwriting Training Council Fellow

Education

  • Bachelor of Science --Utah State University 1988

Interests

  • Family--Spending time with my kids and 12 grandkids!
  • Outdoors--Hiking, fishing and camping.
  • Biking--I love getting out on the road on my bike.
  • Golf--Never enough!

Community participation

  • Special Olympics
  • Local Church Volunteer
  • Full Time Grandpa

Previous experience

  • Financial Advisor/Managing Director--MetLife, 2002-2017