Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

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

Awards & recognition

  • Baxter, Porter, Smith & Associates, Forbes Best-in-State Wealth Management Teams, 2024, 2023

Community participation

WSU Alumni Association

Weber State University

July 2006 - June 2012

Wildcat Club

Weber State University

July 2000 - June 2006

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

  • Volunteer for the Utah Food Bank
  • Contributor to the Ameriprise SLC Holiday Giving Campaign