I enjoy coming to the office each day to help individuals and families organize, protect and transfer wealth. I love to hear about the things my clients are doing and how they are enjoying the wealth they have created. As we partner together and listen to what is important to our clients, our goal is to help them have the financial ability and security to experience their desires and dreams throughout their lives.

After graduating from USU with a bachelor's degree in business, I pursued a master's degree in instructional technology while working on campus. In 2004, I discovered my real passion and became a financial advisor with Edward Jones. My experience has given me an advantage to create custom-designed portfolios for my clients. I listen, educate, care and dedicate myself to helping my clients achieve their definition of financial security. My clients often come to me during times of transition, such as retirement, selling land or receiving an inheritance. I enjoy the challenge of working on complex, high net worth situations, which often require collaboration with other professionals such as CPAs and attorneys.

As a result of my success and high client satisfaction, I have qualified for nine Leader's Conferences recognizing the firm's top 10% financial advisors. I also have my CFP® and AAMS® professional designations.

My personal passions include my wife, Angie, and our four children: Bree (20), Brandon (18), Lexi (15) and Ellee (12). We love hanging out with each other and enjoy traveling together. In my spare time, if I am not with my family, I will be with my horses. I have a goal someday to pick a state in the mountain West and ride from border to border.

I am an active member of the community and currently serve on the Utah State University Planned Giving Board.

My team members, Dena Milligan and Monique Benson, have over 30 years of combined experience and are dedicated to providing you with the highest level of service possible.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Horseback Riding
  • Personal Fitness
  • Skiing
  • Gardening

Office Information

Mailing Address

P O Box 502 Providence, UT 84332

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 - 03:00PM
Sat Closed
Sun Closed

Branch Team

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