Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science, Utah Valley University

Interests

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

Community participation

Volunteer for Boy Scouts of America