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
40
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
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Small Business
  • Tax Planning Strategies

Qualifications

  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • BBA, Business Administration and Management, General, Boise State University - Boise, ID

Professional associations

  • Boise State University Alumni Association

Previous experience

  • Financial Advisor, RBC Capital Markets Corp, 1999-2013, Salt Lake City, UT, 14 Years
  • Financial Advisor, Ameriprise Financial, 2013-present, Midvale, UT, 1 Year

Community participation

Volunteer for the International Rett Syndrome Foundation, Volunteer for the Utah Food Bank and Salt Lake Community Action Program

Interests

I enjoy spending time with my family, attending music concerts with my daughter, fine art, golfing and other sports.