What most excites me about my work is the opportunity to positively impact our clients’ lives by simplifying their financial complexities. Guiding them through the maze of financial options and tailoring strategies to meet their unique needs brings me a sense of fulfillment like no other. Wanting to witness the confidence and peace of mind our advice can instill in our clients motivates me to continuously strive for excellence in this ever-evolving industry.
I joined TFO because of their client-driven focus and the cohesive camaraderie and teamwork that goes towards fulfilling that mission. I wanted to be part of a unified team with a holistic approach to wealth management and a strong desire to help others. TFO has met all those aspects, and I’m glad to be part of this great mission and family.
My parents and wife are my biggest influences. My parents are incredible individuals who have dedicated a large portion of their lives toward serving others in their communities. Their humility and compassion have left a profound impact on my life. My wife also inspires me to always become my best self. She is dedicated, empathetic, and goal-driven, which helps me to become a better person.
Utah Valley University
B.S. Personal Financial Planning
Minor in Business Management
Accredited Financial Counselor (AFC®)
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