As a financial advisor, I strive to bring the knowledge my clients need to navigate today’s complex financial landscape. With this goal in mind, I have chosen to partner with Trek Financial, a Registered Investment Advisory firm.  Aligning with Trek Financial (Trek) has allowed me to remain an independent advisor, while Trek is able to provide me with business support resources and an integrated technology platform. In addition, Trek provides an advisor network, through which I am able to collaborate and exchange knowledge and insight to better serve my clients.

I provide fee-only investment management and financial planning services to clients throughout the United States, with most of my clients currently residing in Utah. My clients include individuals, families, small business retirement and profit-sharing plans, trusts, estates and charitable organizations. My base of operations is located in Park City, Utah, and I also utilize Trek’s Sandy office, and I have third office in Springdale, Utah that services clients in the St George area.

I enjoy participating in the communities I live in. I currently serve on the Boards of 5 non-profit organizations including Trails Utah, Mountain Life Church, a Park City water company, and homeowner associations in Park City and Springdale Utah. In my spare time, I practice my engineering skills by helping design, construct and maintain back country natural surface and paved multi-use trails.

See this advisor’s status, SEC Advisor Info