Have you met your family’s needs for long-term financial stability and strength? Helping families meet their financial goals drives me to understand their needs and guide them to solutions for long-term fiscal strength. My business is built on the trust my clients invest in me.

Today’s investing landscape is complex, and by listening to my clients and spending time customizing solutions for them, I strive to make their investing experience simple, seamless and successful. As a financial advisor for Edward Jones I help make sense of investing, and serve as a trusted advisor.

My interest in finance began in college at Idaho State University in Pocatello, where I obtained my Bachelor of Business Administration in finance, followed by a Master of Business Administration from the University of Utah. My career progressed in accounting roles focused on the fast-paced world of high tech, ultimately landing me in the CFO seat of AcuTrans LLC. Having risen to the C-Suite in the corporate world, I decided to embark on a new journey with Edward Jones that would allow me to do something that I love – helping people understand their financial options and make smart investment decisions.

As a long-time resident of Heber City, the beauty and resources of this area enables me to enjoy golfing, miles of great road biking and amazing mountain biking. My wife and I raised our three children in Heber Valley, and I was active as a board member and treasurer for our local charter school and served in many roles with the Boy Scouts of America, including asst. scoutmaster, varsity coach and charter organization representative. Now that my kids are away at college, I have found time to train for the annual LoToJa Bike Race from Logan, UT to Jackson, WY, and invest more time in my garden.

My most important investment is as your financial advisor, and I hope to be your guide on your financial journey. My client’s trust empowers me to give 150% to help reach your financial goals.

Focus areas

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

My Personal Interests

  • Cycling
  • Mountain Biking
  • Golfing
  • Traveling
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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