,CFP®
What do you value most in your client relationships?
Sharing our personal lives, connecting on a human level.
What do you feel is a strength that you have?
Patient and attentive listening.
When you retire you’re going to…?
Build a garden railroad. Live part-time in a small mountain cabin. Travel the country in a motorhome.
Where did you grow up?
Midway, Utah. Where do you live now? Sandy, Utah.
No related offices found.
Georgia State University,
MBA, Personal Financial Planning
Brigham Young University,
BA, Russian
City Council Member, White City, Utah
Treasurer, Financial Planning Association of Utah-Idaho
Board Member, Bear-O Care
