The son of a high school math teacher, I was taught to work hard, work smart and plan for my future. Each summer, we would go on a long-awaited two-week salmon fishing trip. My dad would frequently invite one of his students to join us on our adventure. I soon realized dad could see qualities in others they often didn’t see in themselves. It was on these trips I realized what impact a personal interest in someone can have on their future.

Because of those experiences with my dad, I strive to have a lifelong impact on those I serve. Proactive planning can change the trajectory of a family legacy. Working closely with you and your CPA and other professionals, I help determine the most appropriate financial strategy, so you have more options when you retire, regardless of what you decide to do.

My ideal client is someone who takes their financial future seriously and values working with a professional. I believe it’s important to invest my time in understanding what you’re working toward before you invest your money.

I attended BYU and graduated with my BS, in business management. My family and I have called Bluffdale, Utah home for many years now. We have literal and figurative roots here (if you don’t believe me, take a look at the orchard in our backyard). I joined Edward Jones in 2015, and soon after opened my office in Riverton.

Jessica and I are the parents of three sons and two daughters, who have attended Bluffdale Elementary, South Hills MS, Riverton HS and BYU. We are now experiencing the joys of being grandparents. Our family loves being together and part of Edward Jones. Jessica also works for Edward Jones, and our second son plans to be a financial advisor upon completion of his degree. Our youngest son feels the draw as well, but for now, is debating between being a financial advisor and a Lego designer.

If you take your financial future seriously, stop by or send us a quick note. My assistant, Susan Ossola, and I are both here to help.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Photography
  • Fishing
  • Gardening
  • Spending Time with Family

Office Information

Office Address

2364 West 12600 South Suite E Riverton, UT 84065

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 12:00PM
Sat By Appointment Only
Sun Closed

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