What most excites you about your work?

I love helping people and building relationships with the families and organizations that I serve. While personal and firm recognitions and awards are nice, the greatest feeling of accomplishment in my career has come when I receive a sincere “thank you” from an individual or family who I have helped through a tough time or helped reach important goals in their lives. That feeling truly keeps me excited about my career and the prospect of helping others.


Why did you choose TFO Family Office Partners?

I have been lucky to help build TFO Family Office Partners from its inception. TFO is a place filled with amazing people and a central focus of helping families. I wanted to be part of an organization that sits on the family’s side of the table and is constantly striving to make their lives better.


What are some of your life's biggest influences?

My parents and grandparents. They instilled in me discipline, honesty, responsibility, diligence, ethics, and the value of hard work. My parents also taught me the importance of treating others kindly and with respect.


Brigham Young University
M.S. Accounting
B.S. Accounting

Hobbies and Interests

  • Spending time with wife and kids
  • Golf
  • Hiking
  • Pretty much any athletic activity
  • Coaching my children’s teams

Industry Designations and Certifications

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

white-dots white-dots

Ready to create your wealth and purpose plan?

Getting started is easy. Set a time to talk.

Let’s Talkarrowarrow