After obtaining my bachelor's degree in finance at the University of Utah, I have spent my entire career serving in multiple capacities within the field of finance. I find great joy in partnering with individuals on their financial goals. We don't teach financial literacy enough in our education system, so I take pride in helping people understand financial strategies and investing principals and partnering with my clients to implement them.

I am the proud father of two boys who continually inspire me and bring me joy. It is an amazing experience watching them grow up, discover the world around them and develop their own interests. They are both incredibly kind and sweet and I couldn't be more proud of them.

I also have many personal interests which keep me invigorated. I am an avid music aficionado who enjoys collecting music as well as attending concerts. I also play tennis regularly and am involved in my local USTA leagues and community. I enjoy watching sports and attending live sports events, namely professional tennis, Utah Utes and Utah Jazz.

Ultimately, what drives me is the connection I have with those around me. Seeing those I love and care about happy is where my happiness lies.

My Personal Interests

  • Music
  • Record Collecting
  • Tennis
  • Personal Fitness
  • Health & Nutrition

Office Information

Office Address

2889 East 3300 South Salt Lake City, UT 84109

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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