I learned the value of saving when I took my first job delivering newspapers at 11 years old. Each day, the front page 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 life eventually led me to my career as a financial advisor, and to my professional life's purpose. For almost 25 years, I've had the privilege to help my clients achieve their financial goals so they too can live out their life's purpose.

I love helping clients navigate through complex decisions as we build out their financial future. The first step toward that future begins with a deep understanding of your individual goals and circumstances. I then craft personalized, long-term strategies using our comprehensive process:

1) Organize your complete financial picture
2) Develop wealth strategies aligned to your comfort level with risk
3) Identify avenues to protect your financial well-being
4) Create efficiencies to transfer your wealth to future generations or meaningful causes

Since joining Edward Jones, I've earned 11 invitations to the firm's Financial Advisor Leaders Conference and was named a principal in 2012. As a firm regional leader, I've helped oversee 60 Utah branch teams, and served on the firm's client team evolution and design regional leader advisory board. I have also been named among the 2022 Forbes Best-in-State Wealth Advisors ranking.*

Outside the office, my time is focused on family. My wife, Susie, and I have been married for 25 years and have four kids: Emma (22); Elizabeth (20); Paige (16); and Ben (12). I love to travel and always catch a major league event at least once a year. Community involvement is very important to me – I actively volunteer in my church and serve on the Ririe-Woodbury dance company board of trustees.

Our Edward Jones team, including financial advisor Ryan Searle and branch office administrator Mary Jean, look forward to serving clients for many years to come. If you are looking for a partner to help you create wealth and purpose, it all starts with a conversation. Let's talk.

*2022 Forbes Best-in-State Wealth Advisors for Utah, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.

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 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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