If you spent more time last year planning your vacation than planning your retirement, now is the time to take action.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones as a financial advisor in 2007, opening the firm’s first branch office in Alpine, Utah. I was invited to become a limited partner with the firm in 2015.

Prior to coming to Edward Jones, I was an assistant professor at the University of Colorado in Boulder. My educational background includes a bachelor's degree from Arizona State University, a master's degree from the University of Colorado and post graduate work at the Juilliard School in New York City. In addition, I received the AAMS™ professional designation in 2011.

My spouse, Missy, and I have four daughters and make our home in Cedar Hills. When I am not at work, I am actively engaged in my family, community and church. In my limited free time, I enjoy, golf, music and travel.

My branch office administrator, Susan Wagstaff, has been with me since 2015. She is dedicated to providing the highest level of service possible. She is available to answer any questions concerning your statement, dividends, stock certificates or your account in general. Susan is very engaged in her community as a church volunteer.

I chose to come to Edward Jones because, at Edward Jones, we put the client first. We have thousands of people and advanced technology engaged for the sole purpose of helping you reach your long-term financial goals. Reach out to us today for a free consultation.