With over 15 years of experience in the financial services industry, my goal as a financial advisor is to provide personalized solutions that help my clients achieve their financial objectives.
In 2002, I began my Edward Jones career as a financial advisor in Park City, Utah, and continue to serve the Park City community today. Prior to building my investment practice, I served in the United State Navy for eight years as a submarine officer.
I earned my bachelor of science degree in mathematics with honors from the University of Notre Dame in 1994. I also earned my master of business administration degree from the University of Utah in 2001. I have held the CFP® certification since 2007.
Actively involved in the Park City community, I have previously served as president of both the Park City Rotary Club and the Notre Dame Club of Utah. I currently serve as the board president of the Summit Land Conservancy.
My branch office administrators, David Oster and Stacey Gibbs, dedicate their time to consistently exceeding our clients' expectations of service. My branch team and I genuinely care about the success of our clients. We work collaboratively to help our clients accumulate wealth, organize their wealth, grow their wealth, protect their wealth, and transfer their wealth on to the next generation and organizations that are important to them. This is our passion, and we do what we do so that our clients can spend their time pursuing their passions.