My passion is serving others. After graduating from the University of Utah, I spent many years in the public sector working to help military families during deployments and providing new opportunities to veterans after leaving the military. When I joined Edward Jones as a financial advisor in 2016, I saw it as an amazing opportunity to continue serving others by helping investors and families achieve their financial goals.
Just recently, I spoke with a gentleman who had worked hard his entire life and had done a good job of saving over the years in his retirement accounts. He wanted his children and grandchildren to benefit from his hard work but was worried about the taxes they could face. Working closely with my client and his CPA, we found solutions to address his tax and legacy concerns.
As a Utah native, I understand many of the unique challenges families face in our state while preparing for retirement and caring for their children. I work hard to find solutions to any hurdle my clients face navigating various types of investments. I've learned numbers and good returns are only part of the investing experience. It's about creating a vision and following through with the right strategy to realize your dreams. I use an established process leveraging expertise from thousands of people and advanced technology the firm offers to support our office to forge a path forward for you.
In my free time, I enjoy spending time with my wife and two kids skiing, hiking and visiting Utah's beautiful national parks. I can't think of a state in which I would rather live or a profession I would rather do.
Please contact my office today if you would like to partner with Edward Jones as you work toward your financial goals. I look forward to serving you.
My Personal Interests
- Spending Time with Family
- Animal Rescue
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