I have been serving clients with their financial needs for more than 12 years. I have knowledge and experience working for companies like Zions Bank and Morgan Stanley, and have worked in several areas including business lending, mortgages, stock research, and portfolio management. I came to Edward Jones because here we have an established process that allows me the freedom to help do what is best for my clients.
I am always looking to expand my knowledge, especially when it comes to financial markets. I obtained a bachelor’s degree from Brigham Young University in exercise science and a master’s degree in finance from the University of Utah. I believe there is direct correlation between physical and financial health and I am eager to help my clients in both areas.
When I am not focused on partnering with clients to help them achieve their objectives, I enjoy spending time with my wife and five children. My hobbies include mostly sports, such as basketball, tennis, and golf.
I know what it is like to feel forgotten or to feel like I’m not worth someone’s time, but retirement will come for everyone, whether we like it or not. I am committed to providing my clients an experience they won’t find at other advisory firms. I want to help as many people prepare for, and live comfortably in, retirement as I can.
Call me today so we can get you started on your journey.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
Come learn about some of the ways that investing can help you or your family’s future. There are many different options that are available to you, and it’s up to you which you choose.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Contact today and let’s figure out exactly how we can help you succeed.
We make a positive difference in people’s lives by offering them the best quality service possible.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
1857 North 1120 West Provo, UT 84604
Monday 8:00 am - 5:00 pm
Tuesday 8:00 am - 5:00 pm
Wednesday 8:00 am - 5:00 pm
Thursday 8:00 am - 5:00 pm
Friday 8:00 am - 5:00 pm