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I strive to improve retirement outcomes for my plan sponsor clients and their employees through careful retirement plan design assistance, strategic and targeted communication and education, as well as continual monitoring of results.
Over 20 years’ experience working with 401(k), 403(b), defined benefit and 457(b) plans.
Focused on helping plan sponsors reduce their administrative burdens and fiduciary risk.
Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.
VP Investments – First Western Advisors
Financial Advisor - Ameriprise
Holds FINRA Series 7, 63 and 65 securities licenses with LPL Financial
Holds life & health insurance licenses from Utah
Have a current Real Estate License for the State of Utah
Graduated from Brigham Young University with a Chinese degree.
Married to Lisa for 22 years and have 2 daughters. One reason why I enjoy financial planning is that I have the opportunity to work with and educate people on how they can achieve their financial goals. Love to be active outside and among my
favorites are snowboarding, golf and mountain biking. As a family I enjoy traveling and going on road trips in our trailer. Love to explore all the areas Utah has to offer. Currently serve in my community working with youth groups through
activities that will develop traits to help them be great people in the future.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cyprus Credit Unionis not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, OR
Check the background of investment professionals
associated with this site on FINRA’s BrokerCheck.
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Left and right arrows expand / close menus in sub levels. Up and Down arrows will navigate through top tier links. Enter and space opens menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.
While you may be able to handle most of your finances on your own, there may be special circumstances where you find yourself in need of some extra help. Here are some financial events where you may need the help of a financial professional.
According to a study conducted by Care.com, only 42% of adults have estate planning documents, such as will or living trust. Although this is probably one of the least fun financial tasks out there, it may be one of the most important. Here are some steps to consider when beginning your estate planning.
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