I have always been interested in assisting business owners plan for their future. When a person's financial world is in order, they are free to do what they do best, run their business and enjoy their families and friends.
I started as a Financial Consultant with Smith Barney, then moved to Wells Fargo after a few years. After growing and gaining some experience I went independent in 2007. I specialize in Business and Personal Financial Planning, including Retirement Plans, Executive Benefits, Asset Management, Alternative Investments, and Insurance.
I was born in California, but grew up in Salt Lake City, Utah. I really enjoy golfing, hiking, cycling, skiing, coaching my boys in lacrosse and whatever other activity has their interest. I always value spending time with family and friends. One of the highlights of my younger life was receiving an athletic scholarship for Women's Volleyball to both USC and BYU. The experiences were truly rewarding.
BS- University of Southern California - (Women's Volleyball Team)Attended Brigham Young University (Women's Volleyball Team)
PROFESSIONAL DESIGNATIONS AND LICENSES:
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.