Education
- Master of Accounting (MAcc) - Western Governors University
- Bachelor of Science Degree / Finance (B.S.F.) - Brigham Young University
- Associate of Science Degree (A.S.) - Dixie State University
Financial Credentials / Licensure
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ Certification (CFP®) Professional
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.