Who I Am
I am a financial advisor that is passionate about helping my clients become financially secure and confident about their future. With 25 years of history assisting individuals with their investment needs, I enjoy sharing principles that grow wealth and protect assets.
Specialization
I specialize in helping professionals grow their retirement and prepare for financial independence.
Hobbies
Avid basketball player, passionate father of 3 sons and one daughter, and I am crazy about my wife.
My Commitment
My personal commitment to my clients is to care for them like I would a close family member, with consideration, respect, and availability.
Favorite Books, Mottos, Quotes
Some of my favorite travel destinations are Meteora, Greece, Hawaii, Brazil, and Canada.
Other Info
State: Utah (UT)
Date Joined: 4/26/2024
