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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Insurance

Education

  • Bachelors of Science, University of Utah, Salt Lake City, UT, 08/15/1998 thru 05/10/2003
  • MBA Finance, University of Houston, Houston, TX, 08/15/2006 thru 05/15/2009

Previous experience

  • Vice President, Financial Advisor, Morgan Stanley Wealth Management, 14 Years 7 Months