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
WeekdayAvailability
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

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More