I have news to share – I've been named among the 2022 Next-Gen Best-in-State Wealth Advisors by Forbes and SHOOK Research.* This recognition belongs to all of us – clients and teammates alike. It's the trusted partnerships we build that result in success in each of our lives. (Source: Forbes.com, 8/3/2022; data as of 3/31/2022)

My clients know that I partner with them throughout all the stages of their lives, even in the most difficult times. As a financial advisor, I must understand the needs and goals of each client. Gathering this information not only allows me to tailor strategies for each individual, it also allows me to form life-long relationships.

I started in the first Edward Jones office in South Jordan in the midst of the last recession. This time period presented significant difficulties, but helping my clients move forward and recover has been particularly rewarding.

I'm now in my 12th year as a financial advisor. Many clients who joined me in those early years are nearing retirement, reaping the benefits of our planning and working together. My ideal client is someone who takes their financial future seriously and values working with a skilled professional.

Whether your goal is to retire early, fund your children or grandchildren's education, or if you have complex financial needs, I can help. My knowledge and skills as an advisor have the support of Edward Jones; the company that has been helping investors since 1922. I also have the support of my branch team – Angie, Jodi, Julia and Mary – who know our clients and are dedicated to serving them.

In 2010, I received the AAMS™ professional designation and I pursue continuing education yearly to stay current in the financial industry.

Giving back to our community is important to me and my family. My wife and I both serve in organizations that promote the wellbeing of the youth in our area as well as caring for those in need. We work closely with many leaders in the community.

If you take your financial future seriously, let's talk.

I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking.
[Source: Forbes.com April 2022, data as of 6/30/2021]

Named to Forbes – American's Tom Next-Gen Wealth Advisors 2021
[Source: Forbes.com Sept. 2021]

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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