My job allows me to help my clients live the lifestyle they want while also working toward being financially prepared for the future. This type of impact is what inspires me to serve my clients by finding out what is most important to them.

I grew up in Danville, California and attended Brigham Young University-Idaho, where I earned a B.S. in business management with a finance emphasis. I began my Edward Jones career in 2017 and married my wife, Meredith, in the summer of 2019. Some of our favorite hobbies include playing and spectating sports, watching movies and going out to restaurants.

I once heard the saying, "There are two things in life that you don't want to outlive: Your money and your financial advisor." One of my favorite aspects of this job is helping clients who are older than me realize that they are on track to live their ideal retirement without exhausting their savings. To guide them on this path, I use an established process to build personalized strategies that are tailored to their needs. Whether it's planning for retirement, preparing for the unexpected, passing on a legacy or saving for a loved-one's education, our process can help.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies

My Personal Interests

  • Sports Enthusiast
  • Movies & Entertainment
  • Music
  • Fine Dining
  • Chess

Office Information

Office Address

3926 W Innovation Dr Ste A Riverton, UT 84065

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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