I would love to be the person who helps bring clarity and simplicity to your financial future.

Personal:

I have been married to Becky since 1982 and, together, we have 5 children and two grandsons. I grew up in San Antonio, Texas and Becky grew up in Austin, Texas where we first met. Our family enjoys hiking and the beautiful Utah outdoors!

Education and Experience:

I graduated from the University of Texas with a BBA in Finance and have 19 years managing in the restaurant business, 11 years as a consultant and owner. I have been a Financial Advisor since 1994.

I hold registrations for Securities and Advisory Services through LPL Financial, am licensed for Life, Health, Disability & Long Term Care in Utah, Colorado, and Texas, as well as Property and Casualty in Utah.

"The true test of stewardship is not what your money is doing for you, but what your money is doing to you."

- John Maxwell