Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Business Retirement Plans

Education

  • Bachelor's Degree, Finance, Utah State University, Logan, Utah

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Lead Finance Analyst, Cytiva, Logan, Utah, 2019-2022
  • CEO/Owner, DKS LLC, Logan, Utah, 2017-2019
  • VP Operations, Integra Financial Services, North Logan, Utah, 2004-2016

Community participation

Coaching – For years I have actively coached my daughters’ basketball and soccer teams. I love to inspire and motivate these kids to work hard and get better every season. We’ve made many great friendships and we’ve had some pretty great teams!

Church service – Our family is actively involved in our church community. In particular, I’ve spent many years working with the youth and helping them serve others while learning valuable skills.

Interests

My wife Tori and I have 3 wonderful daughters and we spend much of our time chasing these girls around to their various sporting events, musicals, dances, and whatever else they dream up!

Our family loves going to concerts, Aggie sporting events, and family vacations. We love visiting national parks - over the past few years we’ve made it to over a dozen parks, our favorites being Yosemite, Glacier, and Bryce Canyon.

I love to golf, play tennis, and mountain bike and I’m doing my best to convince my girls that this is how we should be spending all of our time!

My photos

1 albums
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