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

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Brigham Young University - BA Communications - 1979-1983

Interests

I enjoy running and training for marathons. My most recent marathon was the Saddleback Trail Marathon. In my free time, I enjoy spending time with my wife Susan and my son Josh. We love spending time together at home, talking and laughing, and spending time with our two dogs, Cinnamon and Spot.

Community participation

  • HOPE: I volunteer with this organization to reach out to our under-privileged community to provide them with essentials such as food and clothing.
  • Boy Scouts of America: I'm an Assistant Scout Master to my son's scout troop.
  • My family and I are very active within our church.