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

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™


  • Bachelor of Science, Utah Valley University

Community participation

Volunteer for Boy Scouts of America


  • High Adventure Activities- Hiking, Fishing, Back Packing, Camping, Rock Climbing, Mountain Biking, Snow Skiing
  • Golfing
  • Tennis
  • Boating
  • Traveling
  • Running Marathons
  • Competing in Triathlons