Who I Am
I am a Senior Financial Advisor, husband, and a father to my 5 children. I strive to be present and available to my children when needed. They are my priority! I believe in treating others the way they want to be treated and teaching my children the same principle.
I am a servant leader who is more passionate about the success of others. I will do my best to help my clients achieve their goals, whether that be coaching, teaching, listening, or getting in the trenches with them while instilling confidence. I strive to make everyone feel loved, supported, and heard. I will not be the reason someone throws in the towel; as a matter of fact, they will be inspired to go another round. I’m successful when my clients reach their full potential and can live the lives they strive for.
Specialization
I specialize in working with retirees, business owners, and real estate professionals. My expertise also extends to high-impact fields, supporting professional athletes, doctors, dentists, and educators, as well as those dedicated to public service in the military and government. I also frequently partner with software sales professionals to navigate their unique needs.
Hobbies
In my free time, you can find me attending all of my kids’ extracurricular activities, coaching high school basketball, or having a speaking engagement at schools, churches, and other non-profit organizations. I love being active in sports, playing family games, exercising, and practicing on the drums and bass guitar.
My Commitment
I’m committed to showing up every day with a positive attitude and a glass-half-full mentality. I choose to be a thermostat rather than a thermometer. I value relationships and see the good in everyone. I strive to inspire those around me to be better each day. I hope that after an encounter with me, your day and life improve in some way, shape or form.
Favorite Books, Mottos, Quotes
“Some people want it to happen, some wish it would happen, others make it happen.”
Other Info
We are actively accepting new clients, my team and I would love the opportunity to meet with you and see if we could be a good fit for each other.
State: Utah (UT)
Date Joined: 3/2026




