With over 40 years of experience as a financial advisor, I bring a wealth of expertise to my role as a financial consultant. Originally hailing from Wyoming, I've called Utah home for the past 20 years. My journey began with stints at various regional and national banks, where I provided financial advice to clients and managed investment departments across multiple branches.

In 1997, I embarked on an 11-year tenure with Merrill Lynch, dedicated to serving clients with unwavering commitment. However, driven by a desire to elevate the level of service offered, I transitioned to become an independent advisor in 2008.

Beyond my professional endeavors, I find immense joy in traveling alongside my wife, Wendy, and cherishing moments with our ten children and thirty-three grandchildren. Gardening, exploring the outdoors, and indulging in literature are among my favorite pastimes. Now, as a financial consultant, I look forward to leveraging my extensive experience to continue guiding and empowering individuals and businesses towards financial success.