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
  • Investment Management
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Insurance
  • Small Business
  • Estate Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • David Eccles School of Business, University of Utah, Bachelor's Degree, Finance

Interests

I enjoy spending time with my family as much as possible. I'm an avid sports fan and enjoy attending sporting events to support our local teams. I am passionate about watching my children succeed in their interests. My son plays competitive soccer and my daughter is a cheerleader and dances on a competitive dance team. We are constantly at games, training sessions, tournaments, recitals and dance competitions. My youngest son wants to be like his big brother and plays soccer, basketball and entertaining us! Travel is one of my favorite things and have been to many destinations, looking forward to new places and adventures.

Community participation

University of Utah Crimson Club

Utah Museum of Fine Arts

Coach Local Youth Sports

Active in my Church

Previous experience

  • Senior Financial Advisor, Merrill Lynch, March 1996-March 2009 (13 years 1 month)
  • Brokerage-Registered Representative, Fidelity Investments, 1993-March 1996 (3 years)