In 1985, I opened the second Edward Jones office in Utah. It has been a thrill to be part of our growth to a premier national firm. More importantly, it's been my pleasure to help hundreds of clients around the country progress toward their financial goals. I like my clients and plan to continue assisting them for years to come.

Understanding what's important to each client is key to our business. We use an established process to build personalized strategies to achieve prioritized goals. We partner with clients to help them stay on track. Little time is spent on predicting the future, and lots of time is spent preparing for it.

Our strength is helping the serious, long-term investor with complex financial needs to build, organize, protect, use and effectively pass on wealth. Clients come from all backgrounds and are usually close to retirement, or retired. Often, they have businesses or farms that require additional care and attention.

The administrative work in our office is handled efficiently by Gina Schneringer and Lynne Elliott. Clients can rest easy knowing details are taken care of. And, a live person answers our phones.

I earned my M.B.A from Utah State University. I have earned the CFP® and ChFC® designations. It is important to me to always be improving and learning in both my professional and personal life. I have attended the Edward Jones Leaders Conference, which recognizes the top 7% of financial advisors in the firm.

My wife, Nancy, and I love our community and strive to make it a better place. Our five children attended local schools and graduated from college. I've been president of the Chamber of Commerce and Brigham City Rotary Club and also chair of the Brigham City Economic Development Board and have served on the Heritage Theatre Board. I was honored to receive the Silver Beaver recognition from the Boy Scouts of America and was recognized in 2015 as the Brigham City Chamber of Commerce "Total Citizen."

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Photography
  • Golfing
  • Art & Theater

Office Information

Office Hours

Office Hours
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

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