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
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Tax Planning Strategies

Education

  • Bachelors of Arts from Brigham Young University, 2010
  • Masters of Business Administration from Idaho State University, 2013

Community participation

Interests

-I love the outdoors. Fishing, hunting, camping, or just soaking in the quiet that can only be found in nature are all things I enjoy.

-I'm a sports fan, especially baseball. I have followed the Seattle Mariners for years, and make a trip to watch them at least once a year. Since my wife is from Wisconsin, I have adopted the Green Bay Packers as the football team to watch.

-As a father of three little girls, I find myself coaching soccer teams, attending dance recitals, and learning more about anything pink or purple than I ever thought possible, but I enjoy every minute of it.

My photos

1 albums
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