EDUCATION
- Master of Accounting (MAcc) - Western Governors University
- Bachelor of Science Degree / Accounting (B.S.) - Dixie State University
- Associate of Science Degree (A.S.) - Dixie State University
FINANCIAL CREDENTIALS / LICENSURE
- Accredited Investment Fiduciary Designation (AIF)
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
EXPERIENCE
9 YEARS OF PROFESSIONAL EXPERIENCE
- Financial Advisor – Raymond James Financial Services
- Partner, Woodbury, Mitchell & Finch
- Tax Accountant, The Tax Company
Raymond James does not provide tax or accounting services.