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
10
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
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances

Education

  • BA International Relations - Brigham Young University 2013

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Interests

When I’m not in the office, I enjoy spending time with my wife, 4 kids, and our fur-baby (Harvey, he’s a sheepadoodle). I also love sports and I’ll watch/play just about any sport. I actively follow BYU athletics, all the Dallas professional sports teams, as well as international sports competitions like the Olympics and the World Cup. I love trying new experiences and learning new skills. I’ve recently taken up skiing and playing the ukulele. Also, since I married a foodie, I’ve become a bit of a foodie myself. Life is truly better when there’s good food and good company. That’s a little bit about me. I can’t wait to get to know you.