My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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2
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
  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education

Education

  • Bachelor of Arts in Business Entrepreneurship and Small Business Operations - University of Utah

Awards & recognition

  • Evans & Associates, Ameriprise Client Experience Award, 2024-2025

Professional associations

  • The Patricia Aline Foundation

Previous experience

  • Marketing and Sales, Menlo Security, Mountain View, CA, 2022-2025
  • Marketing and Sales, Proofpoint, Sunnyvale, CA, 2018-2022

Customized financial planning needs

Our team has extensive experience in helping clients preserve and grow their wealth. We provide personalized financial plannings for each of our clients with a specialized focus for tax, estate, and retirement planning strategies. We help them step back and explore the full range of opportunities their wealth can bring.  With an established network of experienced team members, we are an elite group of financial advisors and private wealth advisors providing quality service and resources to help our clients reach their goals.


Community participation

  • The Patricia Aline Foundation
  • The Well Community Church
  • Park City Courchevel Exchange

Interests

  • Originally from Park City, UT, I have had the chance to build great relationships within the community over the years and have become an avid outdoors enthusiast.
  • On the weekends I like to hone my skills on golf, pickleball, skiing and mountain biking.
  • I love being a dad first and foremost, raising two amazing kids (Greyson & Hazel) with my wife, Kayla.
  • I am a big foodie and enjoy traveling both domestically and abroad in search of the latest foodie hot spots.
  • Our family loves animals and currently has a miniature pinscher named Oakley and a Sphynx (yes, hairless cat) named Willow.

My photos

2 albums
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