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
  • Business Retirement Plans
  • Family Finances
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

  • My wife and I love to travel and experience new cultures.
  • Skiing at Snowbird in Salt Lake City, Utah. My wife and I have been skiing for the past 10 years!
  • Hiking with my miniature schnauzer along the Wasatch front. Her name is Sasha.
  • 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! Lets meet up with a group and play some doubles.

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.