Advisor profile


My approach

I care about what’s important to you

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 Income Strategies
  • Investments
  • Family Finances
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Licensed - Life & Health, Series 7, 63 and 65
  • MBA , Master of Business Administration

Education

  • State University of New York at Binghamton, MBA
  • Brigham Young University, BFA

Interests

  • I enjoy attending performing art events.
  • I enjoy traveling with my family.

Community participation

  • Member - Rotary Club of Salt Lake City

Professional associations

  • Sandy Area Chamber of Commerce