Certified Financial PlannerTM, Chartered Retirement Planning Counselor
BA Finance, University of Utah, 1998
Utah Select Baseball, Fly Fishing, Golf, Dave Matthews Band, Travel
Areas of Focus:
Comprehensive Wealth Management, Retirement Income Distribution Strategies, Charitable Giving and Estate Planning for High Net Worth Individuals and assisting as a ‘personal CFO’ focused on the unique needs of people who suddenly find themselves in charge of their own financial life.