I help people make informed investment decisions.

Stemming from a childhood where The Count was my favorite Sesame Street character, and hundreds of hours assisting peers as a volunteer math tutor, life has carefully led me down a path into the financial services industry.

I've worked in the financial industry for over 14 years. I obtained a masters degree in finance and the Chartered Financial Analyst designation. The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires over 300 hours of study for each of three exams and can take from two to five years to complete.

I know what it feels like to be treated as though I'm not worth someone's time and effort. I'm committed to working with anyone who recognizes the need for a professional partner and wants to be educated throughout the process, regardless of how much money they have.

In addition, I feel uniquely qualified to help businesses:
- Set up new 401(k) plans
- Improve existing plans
- Offer employee education in group settings
- Work one-on-one with employees who desire additional education, truly making the 401(k) a benefit to participants.

If you would like help making investment decisions, then call me today so we can get you started on your journey.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Personal Fitness
  • Golfing
  • Tennis

Office Information

Office Address

38 West 200 S Salt Lake City, UT 84101

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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