Qualifications

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

Interests:

• Born and raised in Utah and currently reside in Draper, Utah. I enjoy golf, skiing, hiking, mountain biking and other outdoor activities. Supporting my families spiritual, educational, and social endeavors are key priorities in my life.
• Married since 1985 with three children, 2 grandchildren, and a Golden Doodle.

Areas of Focus:

• Wealth Preservation Strategies
• Retirement Planning Strategies
• Estate Planning Strategies
• Charitable Giving
• Saving for Education
• Small Business