In the 1980s, I moved my young family to Cache Valley from Georgia, where I was born and raised. This was the first Edward Jones office in the state of Utah. I have had the pleasure of being involved in the community through over 38 years of serving on the United Way of Cache Valley board and 15 years on the Cache Valley Transit board, as well as Kiwanis, Rotary and the Logan Golf and Country Club board.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs.

In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential. I tell my clients that I am not here to predict market movements but to offer quality investments and diversify properly according to their goals and time horizons, as well as to keep them on the right path when they are tempted to follow the trends of the day and stray from the plan.