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
27
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
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®

Education

  • BS Business Administration / Finance, Weber State University 1996

Awards & recognition

  • Baxter, Porter, Smith & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • AdvisorHub Fast Growing Advisors to Watch, 2022
  • Ameriprise Circle of Success, 2013 - 2022
  • Baxter, Porter, Smith & Associates, Ameriprise Client Experience Award, 2020 - 2022

Professional associations

  • Corporate Alliance http://www.knoweveryone.com

Previous experience

  • Financial Advisor, Merrill Lynch, Ogden, UT, 1997-2009
  • Recovery Specialist, Fidelity Investments, SLC, UT, 1995-1997

Community participation

Youth Futures, Utah

Board of Directors

2023 - Present

WSU Alumni Association

Weber State University

July 2006 - June 2012

Wildcat Club

Weber State University

July 2000 - June 2006

Weber State University - Board of Trustees

Weber State University

July 2010 - June 2011

WSU Athletic Board

Weber State University

2004, 2009 - 2010

American Cancer Society

Weber County Relay for Life

2016

Interests

  • I enjoy spending time with my wife Jenni and our seven children.
  • In my spare time I enjoy Golfing and WSU Athletics.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.