Qualifications:

• CFP® CERTIFIED FINANCIAL PLANNER™
• APMA™ Accredited Portfolio Management Advisor™

Awards & Recognition:

• Ameriprise Circle of Success, 2001 -2007, 2011

Education:

• MPA Masters of Public Administration, University of Iowa
• BA Bachelor of Arts, University of Iowa;

Professional Associations:

• Kingdom Advisors
• Christian Franchise Advisor Network (CFAN)

Community Participation:

• The Honorary Colonels Association is a group of 38 civic minded businesspeople who have pooled their energies and resources to assist and support the Salt Lake County Sheriff Unified Police. The Honorary Colonels sponsor scholarships, the annual awards banquet, the annual Honorary Colonels Golf Tournament, and a host of other worthwhile projects in the community.
  • Salt Lake Colonels Association
  • MS Multiple Sclerosis Harmon's Best Dam Bike Ride - 7 Years

Interests:

• Enjoy skiing, playing golf, & jeeping.

Areas of Focus:

• Estate Planning Strategies
• Retirement Planning Strategies
• Women's Financial Strategies
• Charitable Giving
• Family Finances
• Small Business