In my years of experience as a financial advisor, I have learned that money touches every aspect of our lives. It is a means of realizing what is important to individuals and families.

When I was a boy growing up on a family farm, and later as a working cowboy in Wyoming and California, I learned much about dependability and caring for others before self. I also gained the perspective of long-term planning and preparing future generations, with attention to what needs to happen today to achieve the goal.

When you decide to work with our office, we start by finding out what’s important to you. Then, we use an established process to build a personalized strategy to help achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track.

As we work together, you can expect personal and timely service from our branch team, as well as a team that acts in your best interests. I welcome collaboration with your CPA, attorney and other professionals. As a team, we can address the complexities of your financial picture with the backing of a large and reputable firm.

Additionally, I want you to leave our meetings with a better understanding of personal finances, so that you feel informed and in control.

I feel that learning and improving are part of a full life, personally and professionally. I earned a bachelor’s degree in business from BYU-Idaho. Since starting this career, I have earned the CFP® certification and the ChFC® and AAMS® professional designations.

For years, I have been a member of the Tremonton Kiwanis Club. I also serve on the Utah board for the Alzheimer's Association and a team leader for the annual Walk Against Alzheimer's, because I have seen the devastating effects of this disease in my own family.

When I am not doing this crucial work with clients, you can find me cycling with my kids, serving in the community or mostly trying to be the best husband and dad I can be.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Backpacking
  • Skiing
  • Woodworking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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