I am the 7th of 11 children. I learned the value of hard work at an early age. I remember having a paper route after school ever since I could ride a bike. I attended BYU and worked and paid my way through college. In 1999, I completed my Bachelor's Degree in Business Administration. One of the accomplishments I am most proud of is that, through hard work and my frugal nature, I left BYU with zero debt or student loans. Shortly after graduating, I married the love of my life, Stacy. A month after graduating from BYU, I went to work at IBM in Boulder, Colorado. After six years at IBM, I decided to change careers and went into Financial Advising and Investing. With a wife & three children, I knew I had to get to work fast. "I look back on those early years of Financial Advising and feel very fortunate".
When I entered this profession, I was motivated by the opportunity to help clients make informed decisions about their financial future. My approach has always been to focus on understanding each client's goals, needs, and circumstances so I can provide guidance and solutions tailored to their situation. Over the past 12 years, I have been grateful for the opportunity to build lasting relationships by emphasizing service, professionalism, and a client-focused approach while helping individuals and families work toward their financial objectives.
So, if you are looking for an advisor to help you with your finances, please feel free to visit our office, call or email me so we can set up a time to meet and see if it makes sense to work together and put your wants and needs first and foremost.
