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
32
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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management

Education

  • Bachelor of Science, Major in chemistry at The University of Utah

Previous experience

  • Wells Fargo Advisors, 2009-2021
  • UBS Financial Services, 2006-2009
  • Piper Jaffray & Co., 2000-2006
  • US Bank Investments, 1996-2001
  • Peper Jaffray & Co, 1992-1996

Interests

I not only focus on the job at hand, but I also focus on philosophy, current events, economics, history, psychology and success stories. Everything that I do in my life is about personal growth and becoming my best self. Not only do I enjoy reading but I also love playing golf and watching sports.