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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16
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
  • Financial Planning for 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