Wells Fargo Advisors, 1999 – 2013

Morgan Stanley, 2013 – 2020

Raymond James, 2020 – present

I am a seasoned professional ready assist you in making effective financial decisions. I look forwarding 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, taxation 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 SeattleͲtoͲPortland bicycle ride many times.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.