At our office, my branch office administrator, Yeni, and I enjoy assisting clients with personalized strategies that help them reach their financial goals.

Our process for working with clients is to:
~ Listen - understand what is most important
~ Develop - help clients create goals and strategies
~ Care - treat our clients as family
~ Be a Team - partner with our clients for their lifetime

As hard as we work to take care of our clients, we do have lives outside of work! In my free time, I enjoy:
~ Family - my wife, Mandy, and I have four children and Harley, our dog
~ Sports - playing and watch most sports
~ Fitness - going to the gym daily
~ Music - guitar and piano
~ Outdoors - hiking and biking - Utah is beautiful
~ Travel - the rest of the world is beautiful too
~ Volunteering - church and community

Outside of work, Yeni enjoys:
~ Family - she and her husband, Joel, have two children
~ Travel - she is from Mexico and visits often
~ Outdoors - hiking and road trips
~ Gardening - she has a very green thumb
~ Animals - two dogs, four cats, and fostering cats for The Humane Society

Most importantly, we have fun taking care of our clients who have truly become our friends and family.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews

My Personal Interests

  • Golfing
  • Motorcycles
  • Personal Fitness
  • Music
  • Hiking

Office Information

Office Address

150 W Civic Center Dr Suite 103 Sandy, UT 84070

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 12:00PM
Sat Closed
Sun Closed

Branch Team

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