Who I Am
I’m Dallas, a firefighter and Investment Advisor who helps hardworking families, first responders, and medical professionals feel confident about their financial future. Growing up in construction and watching my dad struggle with retirement planning shaped my passion for making financial advice clear, personal, and actionable. Whether you’re planning for retirement, building long-term wealth, or navigating life’s transitions, I’m here to help you take control and live the life you’ve earned.
Specialization
Firefighters, First Responders, Medical Professionals, Construction families and small business owners, Hardworking Utah families
Hobbies
- My kids were both adopted out of foster care
- I have been dogsledding in Alaska with my family
- I can’t order BBQ at restaurants anymore because it doesn’t compare to my own
My Commitment
As both a firefighter and financial advisor, I’m committed to serving with integrity, clarity, and heart. I understand the weight of responsibility—whether it’s protecting lives or helping families secure their future. My promise is to listen deeply, educate honestly, and guide you with strategies tailored to your goals, so you can make confident decisions and live the life you’ve earned. Your trust means everything, and I’ll work every day to honor it.
Favorite Books, Mottos, Quotes
If you always do what you’ve always done, you’ll always get what you’ve always got.
Other Info
I became a financial advisor because I saw what happens when hardworking people don’t get the guidance they deserve. Growing up in construction, I watched my dad struggle with retirement planning, and as a firefighter, I’ve spent nearly a decade helping friends and coworkers navigate their finances unofficially. That experience—and my wife’s perspective as a nurse—showed me how underserved first responders and medical professionals often are. So I earned my Series 65 license and joined Summit Global to serve these communities with clarity, empathy, and real-world solutions.
State: Utah (UT)
Date Joined: 12/3/2024
