I earned a degree in Personal Financial Planning and spent time furthering that education by getting the CFP® designation and becoming an IRS Enrolled Agent. I have spent my career helping individuals financially prepare themselves for what’s ahead. My goal is to help families live a stress-free retirement and enjoy the money they have worked hard to save. My experience and industry credentials allow me to provide integrated financial planning and tax strategy under one roof. I believe that clients are best served when their financial plan and tax plan are built together, not managed separately.

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I enjoy spending time with my wife and 3 children. We love traveling to St George and playing sports as a family.

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