Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
My experience includes over 14 years of financial institution management, an MBA from Utah State University, starting and working with the Ephraim Chamber of Commerce, owning a business and teaching Spanish at Snow College. I enjoy being involved in the community. I have served in my local Lions Club for 15 years and I helped to develop a 10-acre park in my neighborhood. My wife Helen and I have 7 children and we have enjoyed living in Ephraim since 1997.
Area(s) of Focus
- Business Owners
- Insurance Strategies