Setting the Tone
I was born and raised in Utah by great parents who led by example. They taught me the value of hard work and the importance of education. My grandpa also played a pivotal role in shaping my strong work ethic. He ran a small business while also holding a full-time job. He inspired me to start my first job at the age of twelve which set the tone for my life and work habits.
Finding My Passion
I studied Accounting but soon realized that being in an office all day was not something I truly wanted to do. After moving to Texas to train under my two brothers who are also financial advisors, I made financial advising my full-time job in 1997. Since then, I’ve never looked back. Helping people gain financial freedom brings me pure joy.
I enjoy working one-on-one with each client to figure out a plan that will work for them. The thrill of being presented with a new challenge excites me. Rest assured that when I set out to accomplish a task, I will get it done no matter what.
- Married to LuAnn, with two children: Nathanael and Aurora
- Studied Accounting at Weber State University
- Served on a two-year church mission in Australia
- Very active in church
- Outdoor adventure enthusiast