I engage with my clients, strive to understand their unique stories and goals, and explain investing options in ways they can relate to. Engineer mindset, small town heart and real financial guidance — I’m a financial advisor who brings a unique mix of engineer-style problem solving and small-town connection to the work I do every day. Before becoming an advisor, I spent years as an engineer, and
that experience shaped the way I think, plan and approach challenges. Today, I use those same skills — structure, efficiency and proven processes — to help people make clearer, more confident financial decisions. I grew up in a town of 300 people and come from a family of small business owners. My upbringing taught me the value of honesty, hard work, community and long-term relationships. It also gave me a natural connection with small business owners — I understand their mindset because I’ve been surrounded by it my whole life. As a “recovering engineer,” I enjoy analyzing strategies and looking for more efficient ways to plan and invest, but what really drives me is connection and results. Clients often tell me they feel comfortable opening up, and that means a lot to me. I listen first, ask thoughtful questions and build plans that feel personal, practical and grounded in what matters most to them. Outside the office, you’ll usually find me outdoors or spending time with my family. I love off-roading, playing hockey, mountain biking, hunting, camping, hiking — anything that gets me outside and away from a desk. Those experiences keep me grounded and remind me why I’m passionate about helping people build a future they’re excited about. I’m proud to serve individuals, families and especially small business owners here in Utah. My goal is simple: to be a steady, genuine ally you can rely on as you plan for your financial future.
