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.
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.
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
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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