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.
I hold a B.S. in accounting from the University of Utah and an International MBA from the top-ranked, Thunderbird School of Global Management. My education gave me a solid base, along with the opportunity to rub shoulders with exceptional people of varied backgrounds from around the world. Continuing these relationships with leaders, colleagues, and friends has provided me a true appreciation of interacting with and learning from people of diverse cultures and mindsets.
I appreciate being outside and playing golf or attending professional sporting events. Along with my beautiful wife, Stephanie, we love to travel, visiting old friends and making new. However, we most enjoy creating as much time possible to play together with our 2 young children.
Area(s) of Focus
- Insurance Strategies