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.
As a native of Rexburg, Idaho, I graduated with university and departmental honors from Utah State University’s Jon M. Huntsman School of Business in 2015 with Bachelor of Arts degrees in International Business, Finance, and Economics. While there I participated as a Huntsman Scholar, the Founding President of the Kappa Pi chapter of the Alpha Tau Omega National Fraternity, and an undergraduate researcher with my capstone thesis entitled “Improving Micro-Finance Productivity through Data Analysis.”
My hobbies include learning new languages, whitewater kayaking, camping, hiking, traveling the globe, and spending quality time with friends and loved ones.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies