You have plans for the future. To get there, you need a trusted advisor who will quarterback your team, listen to what is most important to you and work collaboratively through an established process to help you reach your desired outcomes.

My undergraduate mathematics education at the University of Notre Dame and graduate degree in business administration at the University of Utah have provided a strong quantitative foundation for building personalized strategies. My eight years of service as a submarine officer in the U.S. Navy developed the skills necessary to create and execute plans in a disciplined manner, at times in the face of unexpected developments. For the past 19 years, I have used that experience to optimize clients' specific situations by deploying and leveraging wealth strategies available only from a Fortune 500 company like Edward Jones. The result – a personalized client experience that marries small, mountain-town service with world-class support and technology.

Our ideal client is approaching or currently in retirement. Our ideal client seeks an experienced advisor that works in concert with their tax and legal professionals in order to keep them on track throughout their lives. Examples of clients we serve are professionals, business owners, executives and individuals who desire to plan their legacy.

My team and I work collaboratively to help our clients accumulate wealth, organize their wealth, grow their wealth, protect their wealth and transfer their wealth in a tax efficient manner to the next generation and to organizations that bring meaning to their lives. We pride ourselves in delivering exceptional client service. This is our passion, and we do what we do so that our clients can spend their time pursuing their passions.

When I am not helping clients simplify and consolidate their financial life, you can find me spending time with my family, camping, golfing, skiing, mountain biking, playing hockey and traveling the world.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Mountain Biking
  • Skiing
  • Golfing
  • Hockey
  • Running

Office Information

Office Address

1920 Prospector Ave Suite 101 Park City, UT 84060

Additional Hours

  • Web Conferencing
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