Advisor profile


What you can expect when you work with me

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.

Get started
7
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
  • Business Retirement Plans
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPS™ Chartered Retirement Plans Specialist™

Education

  • BS, Economics, University of Utah, Salt Lake City, Utah

Awards & recognition

  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2023

Community participation

- I volunteer weekly at the Road Home in Salt Lake City spending time with the young adults ages 13-17. I'm passionate about volunteering with the youth because I believe that we can have a positive impact on our future generations by cultivating worthwhile relationships and acting as examples to them.

- I am a member of the South Valley Rotary Club. I have been a Rotarian since 2019.

Interests

  • I love to travel and experience new cultures with my family.
  • Skiing at Snowbird in Salt Lake City, Utah. My wife and I have been skiing for the past 10 years!
  • I love to run and rock climb when our Utah weather permits.
  • I enjoy a good book. Let me know if you have any recommendations!
  • Utah Sports - Real Salt Lake, University of Utah and the Utah Jazz
  • I am always ready to play tennis! Let's meet up with a group and play some doubles.