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 Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments
  • Domestic Partner Planning
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Finance, University of Utah, 1999

Interests

  • I have two daughters
  • We love to travel and see new places
  • We reside in Sandy, Utah
  • Golf gets fit into the schedule whenever possible
  • I'm always up for a new home project

Community participation

Youthlinc is an organization that I support and participate in as a current board member. Our mission is to create life-time humanitarians through a Strategic Service Year program.

I am a member of the newly chartered Rotary Club of Millcreek. The aim is a member driven club that can harness the power of Rotary International to do good here and abroad.

We have worked with the Utah Down Syndrome Foundation since 2007 to sponsor an annual golf tournament. To date we have raised over $40,000 for the charity.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.