I am a seasoned professional ready assist you in making sound financial decisions. I look forward to meeting you and creating a financial plan centered on your goals, needs and plans.
After graduating from Brigham Young University with a Bachelor of Science in manufacturing engineering technology, I began a career with The Boeing Company. While in Seattle, I earned my Master of Business Administration. I decided to broaden my professional life and made a significant career change in 1999 as I entered the financial services industry.
Now that I have over 20 years of financial experience, I combine my knowledge of numbers with my interest in the investment markets to assist clients in the following five areas: investments, 529 college planning, insurance needs, tax mitigation, and estate planning.
I am a dedicated father of eight. Cristie, my wife, and I invest most of our time in our family, church and community.
I believe a balanced life is the essence of happiness. In my spare time, I play golf (my handicap is 20...argh), swim and ride my bicycle. I have participated in the Seattle-to-Portland bicycle ride many times.
Experience
- Wells Fargo Advisors, 1999–2013
- Morgan Stanley, 2013–2020
- Raymond James, 2020–2025
- Carter Investment Management of LPL Financial, 2025–Present