Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Small Business
  • Insurance
  • Investment Management
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Brigam Young University BS in Business Marketing and Management

Interests

  • I enjoy spending time with my children, grandchildren and wife of 48 years.
  • When its time to relax I enjoy golfing, table tennis, Pickleball and working out.

Community participation

  • Created a recreational table tennis center for West Valley City. This allowed almost 50 different countries to participate at this full time club.
  • Created a social network for people of all ages to participate in community pickleball programs in Salt Lake city.