You have plans for the future. To get there, you need a trusted financial 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 20 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 a seasoned financial 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, retirees 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.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Mountain Biking
  • Skiing
  • Golfing
  • Hockey
  • Running

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 - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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