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
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
  • Retirement Income Strategies
  • Family Finances
  • Investments
  • Investment Management
  • Wealth Preservation Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination


  • Bachelors Degree in Finance - Utah Valley University - Orem, Utah

Awards & recognition

  • Gardner Financial Group, Ameriprise Client Experience Award, 2022

Previous experience

  • Workplace Planning Consultant, Fidelity Investments, LLC, 2021
  • High Net Worth Specialist, Fidelity Investments, LLC, 2018-2020

Community participation

 - Community participation photo

Voluntary service has played a major role in my life. I prepared for over a year and went on a humanitarian trip to India. There we worked in schools and villages to help provide finances for education, school supplies, medical exams, etc.

I love to look for opportunities to connect with others and plan to participate in more humanitarian trips and efforts.


Being outside is something that I have always enjoyed. I love to play pickleball, ski, hike, and BBQ. You can often catch me watching a fun sporting event (especially Rugby, Football and Basketball ). Spending quality time with family and friends is most important to me. I believe the relationships and memories we create and share are invaluable.