I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I was raised in the small town of Preston, Idaho. I have also lived in Southern California and, currently, in Northern Utah. Lacking an athletic background, only playing golf in high school, I discovered an interest in powerlifting “late” in life. It is a sport in which my wife and I have both enjoyed participating. Hoisting heavy barbells is a fun way to keep in good health.
At home, my family enjoys gardening and building crafty things together. We also enjoy having fun with our friends in special and creative ways, playing games, camping, hiking, and whatever brings us together for an adventure.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies