I learned the value of saving when I took my first job delivering newspapers when I was 11. Each day, the front page had a section that indicated how investments had done the prior day. I was fascinated by the idea that one could invest in companies that could appreciate in value as well as pay dividends to its owners. Paying attention to these investments early in my life led me down the path to becoming a financial advisor.

After graduating from the University of Utah with a Bachelor of Science degree in economics in 1997, I established my practice in Murray, Utah and have effectively served our clients for over two decades. I became a limited partner in 2007. In 2009, I was named a regional leader, assisting over 60 of the branches throughout Utah. In 2012, I was invited to became a general partner/principal with Edward Jones. I currently hold the CFP® and AAMS® professional designations.

As I have enjoyed working with a variety of clients over the years, I have had the most impact with small business owners, corporate executives and those that are transitioning into retirement.

My team includes senior branch office administrator Mary Jean with over 17 years of experience in the financial service industry. Branch office administrator Lorraine Valerio joined us in 2010.

Our team uses an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. We value the personal relationships that are based on a deep understanding of your unique financial needs. I enjoy educating clients and partnering with them throughout their life to help them make smart decisions.

Outside the office, I enjoy spending time with my wife, Susie, and our four children, Emma (21), Elizabeth (18), Paige (15) and Ben (10). We enjoy traveling, going to soccer games and playing with our two dogs, six chickens and hedgehog. You also may catch me ruining a good walk playing a round of golf.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Photography
  • Art Collecting

Office Information

Office Address

1100 East 6600 South Suite 420 Murray, UT 84121

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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