I was born in Payson, Utah. Being heavily involved in my family's businesses, I developed an understanding of hard work, integrity and self-reliance. I gained a unique perspective on the needs and challenges of small business owners. That perspective, combined with my desire to help others, was motivation to look at the financial industry as a career path.

I started with Edward Jones in 2007 at their corporate offices in St. Louis where I also attended the College of Financial Planning. I assumed responsibility for the South Jordan branch in November of 2008 amidst the Great Recession. Though that presented significant difficulties, I was determined to help my clients recover and move forward.

I find it especially rewarding to work with small business owners. I understand how they think and what keeps them up at night. My understanding allows me to help them maximize their business, work with their CPA to help minimize tax liability and support their success.

I work with those who have lost a spouse or are in the throes of divorce. I have established a process to help them with their complex needs, while supporting them when they are most vulnerable.

Many of my clients are people born in the '50s and '60s. They are savers, not spenders. They may not think they are affluent, but they recognize the need for help. They value meeting on a regular basis and tracking their progress toward their goals.

My goal is to always grow both professionally and personally.

My wife and I have four children. We all enjoy traveling and participating in outdoor activities.

Named to the Best-in-State Wealth Advisors in Utah 2023
(Source: 2023 Forbes Best-in-State Wealth Advisors for Utah awarded April 2023, research by SHOOK Research, LLC. Data as of June 2022. Compensation provided for using, not obtaining, the rating.)

Named to the Next-Gen Best-in-State Wealth Advisors 2022
By Forbes and SHOOK Research
(Source: 2022 Forbes Top Next-Gen Best-in-State Wealth Advisors in Utah, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.)

Named to the Forbes Best-in-State Wealth Advisors – 2022
(Source: 2022 Forbes Best-in-State Wealth Advisors for Utah, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.)

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Office Information

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 By Appointment Only
Sun Closed

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