My purpose is to have a positive impact on those I serve. I believe, more than anything, that successful families deserve to be understood and heard and have someone partner with them, and advocate for them, to achieve their purpose.

We help very successful business owners, executives and their families make smart decisions with their money.

For nearly 15 years, I was asked to serve as a regional leader to oversee 50-plus Edward Jones branch teams. I was named general partner in 2012 to help shape the direction of Edward Jones. In 2022-2023, I was named to the Forbes Best-In State Wealth Advisors list*.

Our team, paired with advanced technology and in collaboration with a team of experts, uses an established process to help address our clients' key concerns: wealth preservation, wealth enhancement through tax mitigation and cash flow planning, effective wealth transfer, wealth protection against lawsuits, divorce, catastrophic loss and maximizing charitable impact.

How we align your wealth with your purpose:

1. A discovery meeting to deeply understand your goals and values.

2. An investment strategy and mutual commitment meeting where I offer recommendations on aligning your investments to your goals and address any questions.

3. Soon after, you will meet our team to ensure everything is in good order.

From that point on, we will meet to have regular collaborative meetings to review progress and the implementation of any other advanced strategies.

I grew up in Utah, and my parents have been my role models. My father was a first-generation college grad. With hard work and love, they were able to successfully raise seven children, one of which is severely disabled. Their example motivates me to serve at a higher level. I have been married for 26 years to an amazing wife, Susie, and we are the proud parents to four children – Emma, Elizabeth, Paige and Ben. In my spare time, you'll find me chasing my family at a Disney Park.

My business partner of over 20 years, Mary, dedicates her time to providing top level service to our clients. She has two children. She loves to cook, travel and do anything outdoors with friends and family.

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*2022-2023 Forbes Best-in-State Wealth Advisors in Utah, awarded 1st quarter each year, research by SHOOK Research, LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating.