I have been a financial advisor with Edward Jones for over two decades. I was raised on the family farm in Idaho where I learned the value of hard work and integrity. I received my bachelor's degree from Utah State University and later completed a master's degree in financial planning.

I have my AAMS™, CFP® and ChFC® certifications. For the past several years (2019-2021), I qualified for the Edward Jones Managing Partner's Conference, which recognizes the top 400 financial advisors at Edward Jones, and was made a limited partner with the firm in 2007. I was named among the 2022 Forbes Best-in-state Wealth Advisors Ranking. [2022 Forbes Best-in-State Wealth Advisors for Utah, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.]

My wonderful wife and I moved our very active children to the Box Elder area of northern Utah in 2001 for many reasons, including that it provides access to the great outdoors and is a wonderful place to raise a family.

Haleigh Austin and Carrie Hansen support me in providing the highest level of service to our clients. They work diligently to help ensure the administrative aspects regarding your accounts are met efficiently and accurately.

We work to know what is important to you and your family. I then partner with you using an established process to build personalized strategies to help you achieve your goals.

I focus on the more complex financial needs of business owners, executives and those very near to, or living in retirement.

Our team looks forward to meeting and exceeding your expectations.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Office Hours

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

Branch Team

Email Me

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