Who I Am
I have been in the financial industry for 40 years. In 2023 I made the list of FORBES BEST-IN-STATE top security professionals. Accomplished author, wrote the book “Financial Literacy for the twenty first century”. I have taught tens of thousands of agents accross the United States.
Specialization
I specialize in helping people make money, save money and get out of debt. Retirees and distribution planning. Business owners and High Net Worth individuals.
Hobbies
Avid Golfer, Hunter, Snowmobier – Love the outdoors. Especially spending time with the grandchildren.
My Commitment
You’ll know exactly what I am and what I am not when you pick me up. I’m 100% transparent. Strive to give you the information you need to make a decision on your own. No script, no sales tactics…just the knowledge you need to empower you to make the decision that is best for YOU.
Favorite Books, Mottos, Quotes
The life of Abraham Lincoln
Do unto other as you want them to do unto you.
There is no try, only do.
State: UT
Date Joined: 7/22/2023
